CCH® ProSystem fx® Engagement - Training II (Advanced Trial Balance)

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Engagement. Course includes hands on computer training.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Users who perform advanced trial balance and workpaper management functions
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows, Training I (A&A) or Training I (Tax)
Field of study: Accounting
Program/Course Level: Advanced

Objectives

• Navigate the Engagement user interface through advanced template, workpaper management, and user options
• Customize the trial balance views and grouping lists for nontraditional engagements
• Create binders for various engagements, including divisional, consolidated, and interim engagements
• Utilize Engagement’s diagnostic tools and various workpaper management functions