CCH Axcess Notifications

Notifications for a wide variety of events can be configured in different locations in CCH Axcess. The following locations include options to add, edit, copy, and delete notifications:

Product Type Location
Dashboard Client, Staff, Security, CCH Axcess Installation, and Data Center Maintenance
  1. Open Dashboard.
  2. Click Application Links on the navigation panel, and then click Notifications under Firm.

See Managing Notification Conditions From Dashboard for more information.
Practice Accounts Receivable and Time Capture
  1. Open Dashboard.
  2. Click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  3. Expand Practice on the navigation panel.
  4. Click Notification Setup.

See Creating Billing Notifications and Managing Accounts Receivable Notifications for more information.
Workstream Project and Workstep
  1. Open Dashboard.
  2. Click Application Links on the navigation panel, and then click Projects under Workstream.
  3. Open a project.
  4. Click Notifications on the navigation panel.

Refer to Help in Workstream for more information.
Document Various
  1. Open Dashboard.
  2. Click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  3. Expand Document on the navigation panel.
  4. Click Email Notifications on the navigation panel.

See Managing Document Email Notifications for more information.