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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
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CCH ProSystem fx Practice Management - Administrator
Online or In-person
Ongoing
CPE Credits: 3
Details and Registration
Contact us for private client training
Call: 800-739-9998, option 1
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