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 either Send a copy to Document (if your firm uses the version of Portal that integrates with Document) or Send a copy to Portal (if your firm uses the standalone version of Portal).
- 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.