Christa Mason

Build a reusable work breakdown structure that auto-creates tasks and allows staff time to be logged against the project and subsequently billed to the client on an invoice, and change an existing ...

The properties of a rate card and the columns of its rate table, in Settings → Billing → Rate Cards. Read it before creating a card, or when working out which rate a time entry will be billed at. C...

Configure a tax rate for a region so tax is calculated automatically on invoices for clients.. Tax Regions can be added to clients in the Client Records. Sales tax can be overridden on individual W...

The properties of a project template in Settings → Project Management → Project Templates. Read this before creating a template, or when checking what a template carries into the projects created f...

Payment History shows all payments recorded for the firm — those processed through Aiwyn and those recorded outside of Aiwyn.The tab is named differently and offers slightly different values depend...

Build a reusable rate structure your firm can assign to Work & Expense Codes by the staff role performing the work. Only one Rate Card may be Active in your system at one time.Steps to create a new...

SummaryAiwyn Reports offer multiple avenues for identifying key performance indicators (KPI) across your firm operations. This article defines the available KPIs from Aiwyn Reports.Included in this...

SummaryThis article walks through completing the CCH Axcess contact conversion for your Aiwyn integration. You will be working directly with CCH to run the utility. There are three SQL queries to r...

SummaryDeltek Maconomy Cloud functions differently from other practice management systems in how it handles email delivery and data synchronization with Aiwyn. This article outlines the unique conf...

SummaryLaunching Aiwyn Engagements represents a key step in modernizing your client experience and internal operations. This guide provides your marketing and communications team with recommendatio...