TPS Time & Billing

The Practice Management Solution
Designed Specifically for Public Accountants
 

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 $20 - 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.

Register for TPS on-line training



List of Session Types
Admin Reports: Reports we need to run our practice
WIP & AR, Client report
Due Dates
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
Management Reports: How to analyze my practice
Partner analysis and employee - billing realization - profitability and activity
Month End/Year Procedures & Reports
Managing the year end
Reports
This online training portion will cover all the aspects of TPS reports
TPS & Microsoft Word/Excel
Creating Templates, Report Export to Excel & Word, Word Merge Letters, and Egagement Letters
TPS Billing
This session provides the new user with a detailed procedure for billing
TPS Overview - Administrator/Manager edition
More in-depth than the basic user
TPS Overview - Basic End User edition
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


 

Need Help

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1-888-877-2231

Email:
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Client Training