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A series of web-based, real-time training sessions are offered to our clients.
The sessions are made of several different courses laid out as "types". Within each type we've set up different days and times to make it convenient for you to choose when you or your staff are available.
The training is held by way of a web site that you log in to, and at the same time a telephone conference call where the instructor interacts with the participants.
To maximize the benefit of the courses, we have limited the class size to 10. When the limit has been reached, that specific time/day session will be removed from the list.
Each course is $25 - take as many or as few as you wish in what ever order you chose.
We are committed to making these courses are of value to you.
List of Session Types
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Admin Reports: Reports we need to run our practice
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Time reports for payroll, WIP reports for Billing, AR, Cash, Mailing lists, and Custom Report Wizard. 2pm EDT
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Due Dates
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The due dates portion of the training focuses on the setup and use of the due dates including the use of categories in the clients. 2pm EDT
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Management Reports: How to analyze my practice
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Partner analysis and employee - billing realization - profitability and activity. 2pm EDT
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Month End/Year Procedures & Reports
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This course outlines the procedures for closing month ends vs. year ends. 2pm EDT
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Quickbooks & TPS
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Coming soon!
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TPS & Microsoft Word/Excel
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Creating Templates, Report Export to Excel & Word, Word Merge Letters, and Engagement Letters. 2pm EDT
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TPS Billing
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This session provides the new user with a detailed procedure for billing. 2pm EDT
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TPS Overview - Administrator/Manager edition
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Course covers administrative tools such as Client Inquiry, Payments, Finance Charges, Collection Letters. 2pm EDT
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TPS Overview - Basic End User edition
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Client Section
Navigation of main screen
Client Properties
Time Entry Screen
Navigation of icons
Customizing screen
3 ways to enter time
Tools;
Customize – setting user preferences. 2pm EDT
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Need Help
Call us Toll Free:
1-888-877-2231
Email:
Sales
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