トレーニング税務と会計
CCH ProSystem fx Practice Management - Administrator
Ongoing
Online or In-person
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
トレーニング
CCH ProSystem fx Practice Management - Administrator
Online or In-person
Ongoing
CPE Credits: 3
Contact us for private client training
Call: 800-739-9998, option 1