[CPAGeeks] Inactive Employees in Axcess

  • From: Administrator <administrator@xxxxxxxxxxxxxxxx>
  • To: "'cpageeks@xxxxxxxxxxxxx'" <cpageeks@xxxxxxxxxxxxx>
  • Date: Wed, 3 Jun 2020 14:59:20 +0000

Hi all,

Fred Mohns here from Tidwell Group.

Is it true that there is no way to remove inactive employees in CCH Axcess from 
the File Holder drop down in Workstream?

CCH has advised us:
“There is not currently a way to completely remove inactive staff from these 
lists. This is an issue that other people also have an issue with. In order to 
change the program to handle this better this would need to be an enhancement 
request."

We’ve only been on Axcess for around 2 years and we already have quite a few 
employees on these lists.

Many of these inactive employees share the same first name as some of our 
current employees.  Filtering doesn’t remove them from the searchable list, it 
only removes them from the initial list if you scroll alphabetically.

Is everyone just dealing with this?

Thanks,

Fred Mohns​
, MCSA
IT Manager
[cid:image001.png@01D638FC.1AE66870]<https://tidwellgroup.com/>
o: 205.271.5551<tel:205.271.5551>
m: 205.613.1234<tel:205.613.1234>
Fred.Mohns@xxxxxxxxxxxxxxxx<mailto:Fred.Mohns@xxxxxxxxxxxxxxxx>
Dunwoody, GA
[cid:image003.png@01D638FC.1AE66870]
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