PTE Financial System Maintenance

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Tuesday, May 25, 2010 1:00pm - 2:00pm
CPE: 
1

All times are central time unless noted.

This is a Web-based, group training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Course designed to assist PTE clients in optimizing their PTE setup and processing.

Agenda

- Spooler File Cleanup
- Workfile Cleanup
- Vendor Cleanup
- Chart of Accounts Cleanup
- PTE Directory Structure Analysis
- Creating Historical Companies

Intended Audience
Personnel knowledgeable with PTE and underlying data structure. No prerequisites, moderate to advanced understanding of PTE required.

Estimated CPE Credit
1 credit hour

Tuition

$200.00