How do I print a routing sheet in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
Learn how to print routing sheets in CCH Axcess Workflow.
Environment
- CCH Axcess Workflow
- Routing Sheet
Procedure
You can print task details on the routing sheet in summary or in detail form based on your requirements.
- On the My View page, click the client/entity for which you want to print the routing sheet.
- Click Print on the top right-hand corner of the routing sheet.
- Select Summary or Detailed.
- Select the print destination to print the desired routing sheet.
| Detailed | Summary |
| The Detailed print option enables you to print all sections of the Control Sheet. Each section starts on a new page. | The Summary option prints only some sections of the Control Sheet. Each section follows from where the last section ends and not on a new page. |
| General Task Info | General Task Info |
| Custom Fields | X |
| Staff | Staff |
| Deliverables | X |
| Points | X |
| Checklist | X |
| SignOffs | SignOffs |
| Assembly | Assembly |
| Shipping | Shipping |
| eFile | eFile |
| Extension | Extension |
| Documents | X |
| Engagement | X |
| Linked Tasks | X |
| Details | Details |
Additional Information
N/A
| Solution Id | 000233358/How-do-I-print-a-routing-sheet-in-CCH-Axcess-Workflow |
|---|---|
| Direct Link |
