Christa Mason

To modify or skip a Scheduled Payment scheduled within a Plan, regardless of who initially set up the  Payment Plan, follow the steps below.  Included in this Article: Steps to modify or skip a si...

Included in this Article Summary Basic Workflow Clients excluded from statements Smart Statement email addresses Smart Statement Message Contents Smart Statement triggers Smart Statement throttle V...

SummaryOnce a client has submitted a request, which could include more than one item, an email is sent to the firm Reviewer. The Reviewer can view the submitted items in the Aiwyn Firm Portal and c...

SummaryOnce a letter is sent through Aiwyn, the Primary Contact, Billing Contact(s), and any additional signatories added, receive a notification email that action is required.Upon clicking the "Re...

Summary Data used by Engagements is driven by the data managed in your firm's Practice Management System. During Implementation of Engagements, Aiwyn will help you explore the data points available...

Are you on CCH Axcess? If so, you will not use the mail rule.SummaryWith Aiwyn, you email your invoices from your practice management system. The invoice email is intercepted by Aiwyn using a mail ...

This article explains how Aiwyn securely integrates with QuickBooks Online to maintain ongoing, read-only access to the data required for accurate reporting and processing. Creating A QBO User For ...

The following article will explore the change management and functional components of passing Credit Card Processing Fees along to clients who make a payment through the Aiwyn Portal.   Included in...

Reference the instructions provided by Google to add a custom SAML app to your Google Workspaces.1. Within the "App details", enter app name (example: Aiwyn), enter a description, and select an app...

SummaryThe connection to your practice management system is one way, meaning Aiwyn can read your data, but we cannot change or update data in your system.Because of this, payments made through Aiwy...