CCH ProSystem fx Practice Management - End User (Currently Unavailable)
Registration closed on October 7, 2024 at 12:00am Pacific Time
Date: Tuesday, October 8, 2024
Instructor: PCS Instructor
| Begin Time: |
12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project, and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.
This course is excluded from all subscription packages.
Who Should Attend
All staff that enters time, expenses, lookup contact information, and update project status.
Learning Objectives
- Enter billable time or expense transactions in 30 seconds or less.
- Enter the nonbillable time, expense, CPE, and marketing transactions.
- Update project status when entering time and expenses.
- Review, edit and release time and expense transactions.
- Generate a reimbursable expense report.
- Manage and review personal due dates.
- Review summary or detailed timesheet history.
- Monitor client and project alerts.
- Look up client information.
- Use the Firm, Employee, Client, Projects, and Resource Dashboards.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
