Christa Mason

Summary There are a few stipulations to consider if a refund through the portal is displayed as unavailable or generates an error.   Included in this article: Refund stipulations Refund exceeds pa...

SummaryThe Firm Portal contains a system-wide view of all invoices, payments, clients, and more. It is linked to your practice management system in real time.A question we often get is "Who at my f...

SummaryRequested items sent from the firm portal appear to the client contact assigned to the request(s) in the form of an email. The client contact can enter their Client Portal using a magic link...

SummaryThis article describes how Quick Payment Links may be generated from systems outside of Aiwyn. It is technical in nature and necessary in order to generate a Quick Payment Link URL from a th...

Summary Now that you've learned the basic functions and features of Engagements Templates and how they'll be used to Create and Send Engagement Letters, you're ready to delve into how to actually u...

SummaryCreate new engagements one at a time, with one or more clients on the individual letter. Or create new engagements through a batch, with or without existing client jobs. For both actions, ce...

SummaryAs you prepare to Go Live with Aiwyn, an important component of success with Aiwyn is to have as many clients as possible with accurate emails located in their client record of your practice...

SummaryThe Aiwyn invoice email is first generated and sent from your practice management system. When you send a posted invoice through the Aiwyn mail rule or to your Aiwyn inbound email, Aiwyn pic...

You can enable secure database access and ensure invoice emails flow correctly from PracticeEngine (cloud) through your email environment and Aiwyn. For Aiwyn to connect to your PracticeEngine data...

The following article contains the steps for configuring Okta for SSO.1. Add an application to Okta (using SAML) and reference the following fields and values: Single sign on URL: https://an-prd...