FormazioneFisco, Contabilità e Paghe
CCH Axcess Workstream - Template Setup Workshop
Ongoing
Online or In-person
The CCH Axcess™ Workstream Template Setup Workshop course focuses on helping setup your project workflow for a particular service area. During this hands-on workshop we will help you create a Workstream project type and template to make your firm’s Workstream workflow as efficient as possible.
Type: Single client training
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Introduction to CCH Axcess Workstream
Field of study: Business Management and Organization
Program/course level: Basic
Objectives
- Discuss the ideal workflow for the desired service area.
- Identify how to best configure Workstream to fit your workflow.
- Understand configuration of lists, types, and templates.
- Create one project type and one project template in a hands-on environment.
- Learn how to create projects.
Formazione
CCH Axcess Workstream - Template Setup Workshop
Online or In-person
Ongoing
CPE Credits: 3
Contact us to register
To sign up for this class
Call: 800-739-9998, option 1