How do I enter or edit CPA or CPE course credit for staff members in CCH Axcess™ Practice?
After a jurisdiction has been created for the staff member, you can enter a CPE Course credit.
You have two options to enter CPE Course Credit for staff members.
Option 1
- In Dashboard, select Staff > Staff Manager.
- Highlight the staff member and click Open from the ribbon.
- In the navigation pane, under Practice, select CPA/CPE.
- Click the down arrow next to New, and select New CPE course credit (or highlight an existing item and click Open).
- Fill out all information especially where there are red asterisks and click Save.
- You can also indicate if they received a certificate of completion and if the course qualifies for Yellow Book credit.
Option 2
- On the ribbon at the top of the Time Capture window, click the CPE icon.
- Click the down arrow next to New, and select New CPE course credit (or highlight an existing item and click Open).
- Fill out all information especially where there are red asterisks and click Save.
- You can also indicate if they received a certificate of completion and if the course qualifies for Yellow Book credit.
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