Christa Mason

SummaryCCH ProSystem has a payment import utility for an additional cost from CCH (not Aiwyn). If you subscribe to this tool, Aiwyn can help you build out to import template in CCH ProSystem.Includ...

The following items must be completed as part of your Integration with Aiwyn: Enable Update Cadence Enable Full Refresh Enable Change Tracking Enable Update CadenceEnable and Set 4-HR Update Cadenc...

SummaryWhen a visitor to your client portal creates a user account, their client entity is associated to that user. Then when they log into the client portal with their user information, invoices, ...

CCH ProSystem allows you to rename the staff roles seen throughout your PM system. Because of this, and because Aiwyn must map our system's "Partner" and "Manager", it is recommended to review your...

Summary Star practice management system desktop version has a built in tool, "cash receipts import", which allows you to import your daily Aiwyn invoice payment file and speed up the allocation pro...

SummaryAll payments allocated to invoices in Star reflect accordingly in Aiwyn. When a payment made towards an invoice fails or is refunded, whether it was made through aiwyn or not, must then be u...

Aiwyn can accept AP automation payments from bill.com, avidxchange, other similar providers.The AP automation representative just pays the bill using the payment without an invoice functionality in...

PracticeEngine (cloud and on-prem) offers a free tool to import your daily intent or cash files for payments made through Aiwyn. Daily, your payment notification email recipient(s) receives a serie...

SummaryThe practice management system PracticePro365 (PP365) includes a built in payment import tool. Payments made through Aiwyn to invoices are provided to your firm in a report, which you then i...

Summary QuickBooks Online offers a payment import utility where you can import payments made through Aiwyn. Please first read their help article on building and using this tool in QBO. Included in ...