CCH ProSystem fx Practice Management - End User

Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.

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

Objectives

• Enter billable time or expense transactions in 30 seconds or less.
• Enter nonbillable time, expense, CPE and marketing transactions.
• Update project status when entering time and expenses.
• Review, edit and release time and expense transactions.
• Generate a reimbursable expense report.
• Manage and review personal due dates.
• Review summary or detailed timesheet history.
• Monitor client and project alerts.
• Look up client information.
• Use the Firm, Employee, Client, Projects and Resource Dashboards.