How can I review my staff time transactions to make sure they are all released in CCH® Axcess™ Practice?
Under Settings and Defaults>Practice>There must be a checkmark next to Require review of transactions before posting. The you must be setup in the staff profile as the transaction reviewer under Practice>Time capture
- Select "Review or post transactions" from the Application Dashboard. By default, the "Ready to Post" view comes up.
- Select whether you want to see all staff members for an individual staff member's time and expense transactions by using the "View filters."
- Under "Transaction Date," enter the date range to view the transactions.
- Select "all," "Unreleased," "released," or 'Posted" under "Transaction Status."
- Select any columns you want to add to the view from "Columns" and "Transaction Information." Then select "Go."
If you have the necessary security rights, you can then release unreleased transaction, review released transactions or post any of the transactions in the grid.
Solution Id | 000175347/How-can-I-review-my-staff-time-transactions-to-make-sure-they-are-all-released-in-CCH-Axcess-Practice |
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