Objectives

• Provide a comprehensive understanding of how to use of ProSystem fx Practice. The 3-session course includes hands on computer training.

Topics

• Session 1:
  • Using administrative procedures
  • Entering client and employee information
  • Understanding monthly processes
  • Including finance charges and period close
  • Integrating with ProSystem fx Tax, ProSystem fx Engagement and Microsoft Outlook
• Session 2:
  • Understanding Project Management, Time and Expense Entry and Inquiry
  • Creating, editing and reporting on projects
  • Using Time Entry to update project and task information
  • Creating, submitting and posting time transactions
  • Using the daily calendar, clocks and the to-do list
  • Implementing alternative methods of Time Entry
  • Using Inquiry for instant access to time, payments and adjustments, WIP and accounts receivable
• Session 3:
  • Using various billing methods
  • Creating and editing invoice formats
  • Entering payments and adjustments
  • Posting to accounts and applying to outstanding invoices
  • Using standard reports
  • Understanding the Custom Report Writer

Attendees

• New ProSystem fx Practice users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization - 10 credits (at the completion of all 3 sessions)
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Focus on entering, editing, submitting and posting time and expenses. Course includes hands on computer training.

Topics

• Using the daily calendar, time clocks and the to-do List
• Tracking appointments, projects and tasks

Attendees

• ProSystem fx Practice end-users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Business Management & Organization-1 credit

Prerequisites

• Read Policies

Objectives

• Focus on how to apply billing decisions by learning when and how to create quick bills versus detailed bills. Course includes hands on computer training.

Topics

• Creating quick bills, detailed bills and interim bills
• Creating professional invoices

Attendees

• ProSystem fx Practice end-users responsible for billing

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Business Management & Organization-1 credit

Prerequisites

• Read Policies

Objectives

• Provide an understanding of how to use the Project Management module. Course includes hands on computer training.

Topics

• Creating, editing, and reporting on projects and tasks
• Managing your firm's workflow by tracking projects
• Assigning tasks to employees and monitoring due dates
• Updating projects using Time Entry

Attendees

• Experienced ProSystem fx Practice users responsible for project management

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-2 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Focus on how to create custom reports, which are in addition to the 28 preprogrammed reports within ProSystem fx Practice. Course includes hands on computer training.

Topics

• Creating the look and style of desired custom reports
• Using tables and fields when creating reports

Attendees

• Experienced ProSystem fx Practice users responsible for reporting

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-4 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies