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CCH Practice Management: Administrator & Reporting

Objectives

The Administrator course content focuses on features in the Administration, Accounts Receivable, Reports and Report Writer modules. By learning how to work properly within these modules, you can better manage the program on a day-to-day basis. This course includes hands-on computer training.

 

Topics

 

·         Create new clients and prospects

·         Create custom fields

·         Maintain up to date client contact information

·         Lock releasing of time

·         Edit and update released time

·         Use Batch Time Entry

·         Correct WIP and update invoices

·         Select a Lock Reconciliation Date and WIP Approval date

·         Determine Security Settings for employees

·         Set up Alerts for assigned employees

·         Complete Year End Procedures

·         Use the Administrative Utilities

·         Enter A/R transactions

·         Apply Later Distributions (prepayments) to invoices

·         Update, Correct and Search A/R

·         Print A/R Statements and Dunning Letters

·         Calculate and update finance charges

·         Generate firm reports

·         Create and process report Queues

 

Attendees

Staff responsible for managing day-to-day operations in Practice Management, including clients, contacts, security, time, billing, A/R and generating reports.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1245, January 14, 2015




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Practice Management: Administrator & Reporting - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1392, January 13, 2015




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