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Catalog

Lacerte: Program Administration Essentials Webinar (Recorded)

After reviewing this course, you should be able to configure and manage the program for optimal use. You should have an idea on how you want to customize and set up your options and how to use the various administrative features to establish the ideal program configuration for your firm.

Who Should Attend?

Users who need to learn how to setup and administer the program

What You Will Learn

Gain an in-depth understanding of the User Options and Master Options
How to customize and add letters and invoices
How to setup Client Statuses
How to setup Client Tracker to help manage your workflow

Detailed Course Outline

User Options and Master Options
- Setup
- Fonts & Colors
- Interest Rates
- Items to Print
- Tax Return
- Preparers
- Firm Info
- Trustee Rights
System File Path
Client Maintenance
Client Letter
Client Invoice
Slip Sheets
Client Display
- Client Status
  - Options
  - Assign/Change
  - Client Log
Client Tracker

Course Level: Basic
Class Length: Approximately 2 hours

Note: Make sure you click here to download the course materialsbefore continuing.

See Schedules and Register

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Intuit Professional Education

Know More. Grow More.