Objectives

• Installation and configuration Training session is designed to provide technical guidance with installing the Smart Client, as well as provide training on setup and configuration of firm-wide settings within the Suite. Installation and configuration training provides the basic setup training for all licensed and installed applications within the ProSystem fx Suite.

Topics

• Recommended system configurations
• Bandwidth recommendations
• Workstation hardware and software requirements
• Instruction on firm, staff, client, and security setup and configuration

Attendees

• IT staff and admin personnel

CPE

• None

Prerequisites

• Read Policies

Objectives

• Designed to ensure a smooth implementation, a CCH consultant guides your implementation leaders through important setup decisions in the program. Customers gain a head start on using the software to its full potential and learn how to implement CCH's recommended best practices for different firm management processes.

Topics

• Assess implementation goals
• Discuss setup items you need to complete for a successful implementation
• Use the implementation checklist to create a to-do list for your implementation
• Make assignments and set due dates in the Implementation Checklist
• Begin updating the Policies and Procedures guide to build policies and procedures specific to your company

Attendees

• Practice Champions Team - this team should include representation from each department in the firm that will use the program

CPE

• CPE certificate(s) included
  • Up to 15 attendees (1-on-1)
• Business Management & Organization-4 credits for a half-day or up to 8 hour per day

Prerequisites

• Read Policies
• ProSystem fx Suite Installation & Configuration

Objectives

• This course content focuses on basic navigation principles for the program and reviews the most efficient way to enter and post time and expense transactions. In addition, you will learn about the new user customizable Dashboard, which allows you to immediately see key information after entering the ProSystem fx Suite. The philosophy that everyone benefits from quickly receiving information and efficiently entering time and expenses drives this course.

Topics

• Use the Dashboard to monitor notifications and project assignments*
• Enter time and expenses, including CPE transactions
• Update a project status through Time Capture*
• Edit and post completed transactions
• Use Client Inquiry to look up client information
• Work with clocks

*Certain notifications and project functions require a license for ProSystem fx Workstream.

Attendees

• Any staff that enter time, expenses, look up client information or update project status; take this course immediately prior to your go live date.

CPE

• CPE certificate(s) included
  • Up to 15 attendees (1-on-1)
• Business Management & Organization-1 credits

Prerequisites

• Read Policies

Objectives

• The Biller course content focuses on efficient billing practices and features to ensure timely profitable billing. We follow the philosophy that having WIP, prior Invoice and A/R information at your fingertips saves time and money. Keeping management updated on the status and progress of client accounts is the fundamental philosophy that drives our session objectives.

Topics

• Prepare clients for billing
• Select clients to Bill
• Analyze client WIP
• Correct WIP
• Make billing decisions using Final Bill methods
• Generate a Progress Bill
• Utilize Billing Fee Agreements
• Create Invoices
• Complete Billing Review
• Print invoices in batches
• Post invoices to Accounts Receivable

Attendees

• All staff that perform any of the following: select clients to bill, analysis and correct WIP, make billing decisions, create invoices, and review and approve bills

CPE

• CPE certificate(s) included
  • Up to 15 attendees (1-on-1)
• Business Management & Organization-4 credits

Prerequisites

• Read Policies

Objectives

• This course content focuses on features necessary for you to administer the day–to–day processes of the program, enter and track accounts receivable activity accurately and efficiently and use standard reports and grid views to track information throughout the Suite. An efficient account receivable process is important to ensure timely cash flow and accurate record keeping. Our philosophy that viewing information on–screen streamlines management processes drives the Reports Manager portion of this course.

Topics

• Review and post Time Capture transactions
• Set the Bill Through Date
• Correct Work in Progress
• Edit invoice and statement Headers and Footers
• Create custom invoice templates
• Enter, post and correct Accounts Receivable (A/R) transactions
• Calculate and update finance charges
• Print A/R statements
• Set Report Options for Standard Reports
• Customize views to generate on-screen reports
• Comprehend Custom Reports
• Utilize Client Inquiry and Client Notes to research client information
• Set the Reconciliation Date and Process the Fiscal Year End
• Address ProSystem fx Practice (SaaS) considerations in the Staff Profile

Attendees

• Any staff involved in the accounts receivable process or staff who generate printed reports or on screen reports

CPE

• CPE certificate(s) included
  • Up to 15 attendees (1-on-1)
• Business Management & Organization-2 credits

Prerequisites

• Read Policies