CCH Axcess Practice - Administrator

This course focuses on features necessary for you to administer the day-to-day processes, enter and track accounts receivable activity, and use standard reports and grid views to track information throughout Practice. An efficient accounts receivable process is important to ensure timely cash flow and accurate record keeping. Our philosophy of viewing information on-screen, thereby streamlining management processes drives the Reports Manager portion of this course.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business Management & Organization
Program/course level: Basic

Objectives

• Enter time and expenses on behalf of other staff members.
• Create time capture views.
• Understand time capture tools.
• Set the reconciliation date and process your fiscal year end.
• Create billing fee agreement templates.
• Print, post, and reverse invoices.
• Enter, post, and correct accounts receivable transactions.
• Print accounts receivable statements.
• Manage clients in the Client Manager.
• Set report options for standard reports.