Yes you can do this all you need to do is modify your invoice template we
inserted our link in the footer. You can do this if you go to invoice and
statements under firm. You will have to setup a new non default template to do
this then assign this to the specific invoices.
Jonathon C. Luken
Network & Server Manager
phone: 412-281-8771<callto:412-281-8771>
cell: 412-440-8566<callto:412-440-8566>
fax: 412-281-7001<callto:412-281-7001>
[https://www.louisplung.com/Files/Admin/Social%20Media%20Icons/FB-f-Logo__blue_29.png?d=201832714536]<https://www.facebook.com/louisplungCPAs>
[https://www.louisplung.com/Files/Admin/Social%20Media%20Icons/Twitter_Social_Icon_Circle_Color.png?d=2018327145531]
<https://twitter.com/LouisPlung_CPAs>
[https://www.louisplung.com/Files/Admin/Social%20Media%20Icons/In-2C-28px-R.png?d=2018327145339]
<https://www.linkedin.com/company/1230056/>
The highest compliment we can receive is your referral
[cid:logo_de8489d4-a631-4214-ad05-fe5d81f4f4bc.png]<https://www.louisplung.com/>
420 Ft. Duquesne Blvd., Ste. 1900
Pittsburgh, PA 15222<https://goo.gl/maps/z6gsmoKqHw12>
www.louisplung.com<http://www.louisplung.com/>
From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Eric Nichols
Sent: Wednesday, June 24, 2020 12:47 PM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Re: Hyperlinks on CCH Axcess Invoices & Custom Reporting
Consultants
Hi Will,
I can most certainly help you with #2. We are CCH Axcess reporting specialists.
Check out our site and reach out to me if you’d like to discuss further.
https://ericdoesdata.com
Thanks,
Eric Nichols
Partner/BI Developer and Consultant
Eric Does Data, LLC
[cid:image001.png@01D64A33.C3AAB360]<https://ericdoesdata.com/>
[cid:image002.png@01D64A33.C3AAB360]
<https://linkedin.com/company/eric-does-data>
https://ericdoesdata.com<https://ericdoesdata.com/>
(office) 330-574-3311
(mobile) 216-509-0439
From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Will Acomb
Sent: Wednesday, June 24, 2020 12:09 PM
To: cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>
Subject: [CPAGeeks] Hyperlinks on CCH Axcess Invoices & Custom Reporting
Consultants
2 Questions:
1. Does anyone know of a way to insert a hyperlink onto invoices in Axcess?
We want clients to be able to click an image on the PDF bill and be taken to
our own payment platform. Axcess has a built-in feature to add an ePay link to
invoices but you can only use their ePay processor, and we don’t want to use
them. A partner at the firm swears he knows another firm that was able to
accomplish this but is uncertain on the details.
2. Does anyone have a consultant they can recommend to build customized
reports in Axcess? We’re having to take several different reports currently in
the library and combine them manually to get certain data. We’d like to have
someone streamline this process for us and haven’t been impressed with CCH’s
team.
Thanks,
Will Acomb, CPA
Senior Manager, Audit & Assurance
6865 Windcrest Drive, Suite 100 | Plano, TX 75024
Will.Acomb@xxxxxxxxxxxxxxxxxxx<mailto:Will.Acomb@xxxxxxxxxxxxxxxxxxx> | View My
LinkedIn Profile<https://www.linkedin.com/in/willacomb>
972.202.8004 (Direct) | 281.451.1415 (Mobile) | 972.202.8010 (Fax)
[cid:image003.png@01D64A33.C3AAB360]
This communication (including any attachments) is not intended or written to be
used, and it cannot be used, by any taxpayer, including the person to whom it
is addressed, for the purpose of avoiding federal tax penalties that may be
imposed on the taxpayer. In addition, this communication is not intended or
written to be used or referred to, and it cannot be used or referred to, in
promoting, marketing or recommending any entity, investment plan or arrangement
to one or more taxpayer(s).