CCH ProSystem fx Practice Management - Administrator

The course content focuses on the Administration and Accounts Receivable modules. By learning how to work with these modules, you can more efficiently manage Practice Management on a day-to-day basis.

Type: Single client training, multi-client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business management and organization
Program/course level: Basic

Objectives

• Create and maintain clients, prospects, contacts, and affiliates
• Select a lock reconciliation date and WIP approval date
• Configure employee alerts and security settings
• Complete year-end procedures
• Edit client information for multiple clients at once
• Post and correct WIP
• Enter, post, and correct A/R transactions
• Calculate and update finance charges
• Print A/R statements and dunning letters