New Customers Training & Consulting for ProSystem fx® Practice (SaaS)
Training and Consulting Courses(Click course names to view / hide course information)
ProSystem fx Suite Installation and Configuration Training
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.
Recommended system configurations
Workstation hardware and software requirements
Instruction on firm, staff, client, and security setup and configuration
ProSystem fx Practice (SaaS) - Best Practices Consulting
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.
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
Practice Champions Team - this team should include representation from each department in the firm that will use the program
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.
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.
Any staff that enter time, expenses, look up client information or update project status; take this course immediately prior to your go live date.
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.
Prepare clients for billing
Select clients to Bill
Analyze client WIP
Make billing decisions using Final Bill methods
Generate a Progress Bill
Utilize Billing Fee Agreements
Complete Billing Review
Print invoices in batches
Post invoices to Accounts Receivable
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
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.
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
Any staff involved in the accounts receivable process or staff who generate printed reports or on screen reports