CCH ProSystem fx Practice Management - Setup (Currently Unavailable)
Registration closed on June 2, 2024 at 12:00am Pacific Time
Date: Monday, June 3, 2024
Instructor: PCS Instructor
| Begin Time: |
10:00am Pacific Time
11:00am Mountain Time
12:00pm Central Time
1:00pm Eastern Time |
| CPE Credit: |
4 hours for CPAs |
|
The course focuses on a group of important options and features you must set up for the program to function properly. This course focuses on some of the most basic functions you must set up when implementing the program manually or when having an electronic data conversion.
This course is excluded from all subscription packages.
Who Should Attend
Staff involved in determining the firm's best practices and software setup.
Learning Objectives
- Make decisions on basic setup items such as timer rounding, AR payment entry method, and labels for Client Staff Positions and Project Status Dates.
- Create lists used in the program.
- Setup employees in the program.
- Set default security settings and security settings for individual employees.
- Create a list of Categories, Subcategories, and Service Codes.
- Set up your default invoice format.
- Make decisions about how to enter a new client and client contact.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (4 hours)
Program Prerequisites
None
Advance Preparation
None
