|Intro to TPS – FREE – 1pm Eastern Daylight Time |
A brief overview of the general flow of data in TPS (entering time, posting to wip, generating a bill, printing it and applying a payment). Held every Wednesday.
|Implementation Training – FREE – 3pm Eastern Daylight Time |
The TPS Implementation training focuses on the set up of a new TPS system using the TPS Implemenation Guide as a reference for the training. Held every Wednesday.
|Basic Overview Training – 2pm Eastern Time |
Designed for employees that simply need to track time in TPS and look up client info. The session will cover the navigation of the Client Section, entering Time in TPS and setting User Preferences.
|Admin Overview – 2pm Eastern Time |
Designed for managerial staff, this session covers the workcode structure, employee information, entering payments, detaching/attaching prepayments, navigating client Inquiry screens, Finance Charge Utility, Collection Letter Utility
|Billing – 2pm Eastern Time |
This session covers Quick Bill, Detail Bill, Progress Bill, Automatic Bill, Invoice Batch, Unbill/Rebill, Overview of Invoice Templates
|Word/Excel Training – 2pm Eastern Time |
Word/Excel Training reviews Creating Templates, Report Export to Excel & Word, Mass Mailing Letters, and Engagement Letters.
|Admin Reports – 2pm Eastern Time |
Admin Reports covers the core reports needed to run an accounting practice: Time reports for payroll, WIP reports for Billing, AR, Cash, Mailing lists, and Custom Report Wizard.
|Management Reports – 2pm Eastern Time |
Management Reports covers the reports in TPS that can help you analyze the strengths and weaknesses of your practice: Who are the profitable clients, who are your efficient employees?
|Due Dates – 2pm Eastern Time |
TPS Due Dates provides an overview of how you can track what work is coming due for the firm and the steps required to implement this portion of the program.
|Month End/Year End Procedure & Reports-2pm Eastern Time |
The Month End/Year End Procedure & Reports course outlines what tasks should be completed before closing a period/year end, what reports are important to run, why it is important to close periods and fiscal years, and how to create your next fiscal year.