How do I set the Fiscal Year Default for the search features in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
Set the default fiscal year for searches in CCH Axcess Workflow.
Environment
- CCH Axcess Workflow
- Manage Settings and Defaults
Procedure
The default fiscal year is set using the Manage Settings and Defaults Utility.
To Add or change the default Fiscal Year, do the following:
Note: This is a Firm-Wide setting.
To Add or change the default Fiscal Year, do the following:
Note: This is a Firm-Wide setting.
- On the My View page, click the Utility Gear
. - Go to Setup Utilities > Manage Settings and Defaults utility.
- From the Default Settings, go to Firm fiscal year (Search Page Settings).
- Select the required fiscal year(s)
- Note: To multi-select, press and hold the CTRL on your keyboard and then select the desired years.
- Example: Press and hold CTRL and then select 2020, 2021, 2022.
- The CCH Axcess Workflow best practice is to select the prior year, current year, and next fiscal year.
- Note: To multi-select, press and hold the CTRL on your keyboard and then select the desired years.
- Click Save Default Settings.
- Log out and back in to see the changes.
Additional Information
N/A
| Solution Id | 000248218/How-do-I-set-the-Fiscal-Year-Default-for-the-search-features-in-CCH-Axcess-Workflow |
|---|---|
| Direct Link |
