How do I set the client option to publish CCH Axcess™ Practice invoices to CCH Axcess™ Portal?
Follow the steps below for each client whose invoices you want to send to Portal.
- In Dashboard, click Application Links.
- Click Client Manager.
- Open the profiles for the clients you want to update.
- Tip: You can select multiple clients of the same type and then click Update Multiple on the ribbon to apply this option to many clients at one time.
- Click Practice > Billing Options tab.
- In the Invoice and statement address section, select Send a copy to Document.
- Note: If you use the version of Portal that integrates with Document and your firm has selected the option to publish to Portal in the invoice mapping setup, then sending a copy of the invoice to Document will also send it to Portal.
- Click Save.
| Solution Id | 000151199/How-do-I-set-the-client-billing-option-to-publish-CCH-Axcess-Practice-invoices-to-CCH-Axcess-Portal |
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