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Enter user-defined reasons for invoicing write-downs, A/R credits, and WIP transfers. Reason Type. Enter the type code for Billing, A/R, and WIP transfers. CCH ProSystem fx Practice Management provides effective firm management, including time capture, billing & invoicing, accounts receivable, project tracking, Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Start CCH ProSystem fx Practice Management. Log on as SUPERVISOR, entering your password. Double-click the Administration option. Enter your firm information Getting Started. Basic steps for using Practice · Set your Time Capture user options · Set your billing user options · Learn about the Client Dashboard. Go beyond meeting your firms basic needs with powerful tools for a more effectively managed practice designed to manage every aspect of your business. Learn how to create custom groups. User accounts. Once you have set up your users in CCH iFirm you can assign the relevant Practice Management security roles to2 Agenda Introduction and product owner update CCH Practice Management Ready to Print —Billing tab It will convert to PDF and attach itself to the email