Christa Mason

Summary CCH Axcess has a few nuances that are important to understand in regards to how it functions with Aiwyn. This article will breakdown these uniquities and provide workarounds and tips for ge...

Note: If you require Aiwyn payouts to flow directly to multiple bank accounts based on an invoice's respective business entity, contact Aiwyn Support for configuration and testing. Consider the fol...

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...

Summary The ability to accept payments in non-US currencies is an add-on feature for Payments & Collections. With this feature enabled, you are able to bill clients in Canadian or British Pounds an...

If you are importing data from a recent acquisition into PracticeEngine, or if you are performing a bulk-update of any kind, the following items must be discussed with Aiwyn Support before the data...

Summary Payments made with a card (credit, debit, or prepaid) where the billing address is outside of the United States (referred herein as "International Card") are subject to an additional 1% pro...

Every payment made through a Client Portal comes with two receipts: one for the client/payer and one for the firm email. Included in this Article: Client/Payer Receipt Firm Payment Receipt Client...

Change Tracking refers to the detection of deletions and additions made in your Practice Management system on a daily basis. Click here for additional information regarding Change Tracking for SQL ...

Summary There are a variety of Canadian payment methods available through Aiwyn. This article describes the payment method available to Clients as well as the related fees your firm and/or clients ...

Invoices emailed through the Aiwyn invoice email process have a corresponding invoice PDF viewable from within the Client and Firm Portals.Included in this article: Invoice PDF details Viewing PDF ...