Christa Mason

Summary Before Go Live, Aiwyn requires the completion of various tests in order to ensure data connectivity and configurations appear and function as desired. Your firm's specific Payments & Collec...

You can configure a mail rule that allows Aiwyn to intercept outgoing invoice emails and send them to your clients with a one-click payment wrapper.Confirming Whether A Mail Rule Is RequiredThe mai...

In the firm portal, you may request a refund for payments made through Aiwyn. Only the full payment amount can be refunded, partial refunds through the Firm Portal are not possible. Clients cannot ...

Included in this Article Summary Accessing the client portal Responsible staff Credit card processing fees Exclude payment methods Payment method labels View previous payments View PDF of paid invo...

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...

SummaryWith an existing client project, coming from the practice management system, you can create a new Request list from a template or create a new list of Requests manually. Once created, the Re...

Summary There are a few Settings related to Engagements that are surfaced in the Settings section of the firm portal. Engagement Admins (i.e. firm staff granted permission to access Engagement Sett...

Summary When it comes to accessing the firm portal and the permissions granted to firm portal users, there are a few main concepts that are important to keep in mind: Access to the Aiwyn firm port...

Summary While we try to limit the number of changes you need to make to your processes and procedures in your Practice Management System, with the adoption of Aiwyn for Payments & Collections at yo...

This article will describe the additional necessary tasks firm IT will need to complete as part of your overall implementation tasks as they relate specifically to Star.Included in this article: Ch...