|Basic Intro to TPS – FREE – 2pm Eastern Std Time |
An introduction to On-Premise TPS for new users (navigation of client section, entering time, posting to wip, generating a bill, printing it and applying a payment). Held every other Wednesday.
|Implementation Training – FREE – 2pm Eastern Std Time |
The TPS Implementation training focuses on the set up of a new On-Premise TPS system using the TPS Implemenation Guide as a reference for the training. Held every Wednesday.
|Admin Overview – 2pm Eastern Std 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 in the On-Premise TPS program.
|Billing – 2pm Eastern Std Time |
This session covers Quick Bill, Detail Bill, Progress Bill, Automatic Bill, Invoice Batch, Unbill/Rebill, Overview of Invoice Templates in the On-Premise TPS program.
|Word/Excel Training – 2pm Eastern Std Time |
Word/Excel Training reviews Creating Templates, Report Export to Excel & Word, Mass Mailing Letters, and Engagement Letters in the On-Premise TPS program.
|Admin Reports – 2pm Eastern Std Time |
Admin Reports covers the core reports, in the On-Premise TPS program, 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 Std Time |
Management Reports covers the reports in On-Premise 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 Std Time |
Due Date Training 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 TPS On-Premise program.
|Month End/Year End Procedure & Reports-2pm Eastern Std 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 in the TPS On-Premise program.