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 |
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Direct Link |