There is a firm setting that controls the default invoice date. This default invoice date can be set in CCH Axcess Practice. See our article on when an invoice in CCH Axcess Practice assigned an invoice date. The Invoice Date is assigned to the invoice when it is Final Printed.

CCH Axcess Practice has a cutoff date for WIP. This date is called the lock reconciliation date. It will help your firm maintain and control the reported period end balances. See our article on what is the lock reconciliation date in CCH Axcess Practice for more information.

Dashboard allows you to access products, product-related information, and utilities. Options available to you depend on your firm's licensing and your installed products. You can add, rename, or remove pages and control the content that is included in each. See our article on customizing the Dashboard in CCH Axcess to show CCH Axcess Practice data to find out how.

Use the Billing Fee Agreement feature to streamline the creation of final bills with automatically computed write-ups and write-downs. Progress billing fee agreements can also be created to streamline the creation of progress bills based on the amounts set up in the billing fee agreement. See our help file on managing client billing fee agreements for more information.
 

The use of clocks reduces manual entries and can improve the accuracy of your time entries. See our help file on using clocks to find out how to use clocks to create time entries for WIP.

Be sure that you and your staff review your time transactions and make sure they are all released and posted. Time Capture makes it easier to review time and expense transactions to make sure billing totals are correct. See our article on reviewing my staff time transactions to make sure they are all released in CCH Axcess Practice to find out how.

Occasionally, there may be a need to delete WIP transactions (posted Time) instead of correcting them. See our article on how to delete WIP in CCH Axcess Practice.

 

Use the Invoices list in Billing or Client Dashboard to reprint invoices. See our article on reprinting invoices in CCH Axcess Practice for instructions on reprinting invoices.

Use the advanced editing mode to edit invoices created in Practice. This mode lets you edit Practice invoices with Microsoft® Word or Adobe® Acrobat®, and then reimport the invoices back into Practice for printing and posting. See our article on how to use the advanced editing mode to edit a CCH Axcess™ Practice invoice using Microsoft® Word or Adobe® Acrobat®.

The automatic billing feature can bill all of a client’s WIP out at a standard or to bill a client out a certain amount at a certain interval. Clients are set up to be automatically billed on the Client Properties - Billing window under the Automatic Billing tab.

When you e-mail an invoice, the program blind carbon copies (BCC) the "From" e-mail address configured in your Firm Settings. Your client will receive the e-mail and the "From" e-mail address at your firm will also receive the e-mail as your record of the e-mail being sent. See our article on how to configure CCH Axcess Practice to e-mail invoices.

 

You can correct AR transactions that have been posted in error. Transactions that can be corrected include payments, credit/debit memos, credit/debit adjustments, write-offs, misc charges, and finance charges. You can only perform this function on one transaction at a time. See our article on how to correct my Accounts Receivable in CCH Axcess Practice.

The AR charges and credits pane in the Client Dashboard allows you to review all posted AR credit and debit transactions with transaction dates within a date range that you specify. Some examples of AR credits include payments, credit memos, and write offs. Examples of AR charges include debit memos and finance charges. See our article on how to review a client's Accounts Receivable credits in CCH Axcess Practice.

 

See our article on the lock reconciliation date in CCH Axcess Practice to find out what it is.

Be sure your staff review their time transactions and make sure they are all released/posted. See our article on how to review my staff time transactions to make sure they are all released in CCH Axcess Practice.

The Print Labels feature allows you to create labels for clients, staff, and contacts. Certain permissions are required to access the label area. See our article on how to print address labels in CCH Axcess.

Are you having difficulty finding the same reports you used in your old ProSystem fx Practice program? See our help file on the Practice reports available in CCH Axcess. This list will assist in locating the names of the corresponding reports in Practice Management or Practice Advantage. This will also provide a table with required permissions, complete specifications, and a sample for each report.

When previewing a report and then printing, the number of pages that actually prints is more than what the print preview shows. See our article on when running a report and selecting print preview before printing, the number of pages that prints is more than what print preview showed in CCH Axcess™ Practice to find out why.

What are the differences in the General Ledger Reconciliation Report between Practice Management and CCH Axcess Practice? When there is deleted time, the Practice Management report does not report on it because it picks up the Deleted in the deleted field, but does not pick up the now deleted item still in the time field. See our article on what the differences are in the General Ledger Reconciliation report between Practice Management for more information.