CCH Axcess Practice - Administrator - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
This course focuses on administrative features of CCH Axcess™ Practice.
In this interactive eLearning course, you will learn the administrative features of CCH Axcess Practice necessary for you to conduct the day-to-day processes of the program, enter and track accounts receivable activity accurately and efficiently, and use standard reports and grid views to track information throughout the program.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
Administrators and Practice Champion Team members new to or migrating to CCH Axcess Practice.
Learning Objectives
- Understand self-posting of time transaction vs. review and post
- Enter time and expenses on behalf of employees
- Create Time Capture views
- Set the Reconciliation Date and process the fiscal year-end
- Set firm-wide billing options
- Print, post, and reverse invoices
- Enter, post, and correct accounts receivable (AR) transactions and print AR statements
- Manage clients in the Client Manager
- Edit invoice and statement headers and footers
- Create invoice paragraphs and custom invoice templates
- Set report options for standard reports
- Customize views to generate on-screen reports
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
