[CPAGeeks] Re: Inactive Employees in Axcess

From: Richard Zimny <RZimny@xxxxxxxxxxxx>
To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
Date: Wed, 3 Jun 2020 15:50:37 +0000

It is the same with onsite and it is absurd.

Richard M. Zimny CPA
Zimny, Ratledge & Shaner LLC
92 Read’s Way Suite 104
New Castle, DE  19720
302-325-6900 Main
302-221-3288 Direct
302-325-6909 Fax
302-669-6082 Secure Fax

From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Patty Harrell
Sent: Wednesday, June 3, 2020 11:12 AM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Re: Inactive Employees in Axcess

Same here, this is one of the most annoying problems with Axcess.  At least
they provide a workaround for inactive clients although that is also a pain to
deal with.

Patty Harrell

Croskey Lanni, PC
Main (248) 659-5300 | Direct (248) 659-5275 | Fax (248) 659-5305
www.croskeylanni.com<http://www.croskeylanni.com/>

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From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Casey Ganer, CPA
Sent: Wednesday, June 3, 2020 11:05 AM
To: cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>
Subject: [CPAGeeks] Re: Inactive Employees in Axcess

We asked for this enhancement 3 years ago. Seems like they have no intention of
making this change.

Our users hate it.

Casey Ganer, CPA
212-873-4842<tel:212-873-4842>

From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Administrator
Sent: Wednesday, June 03, 2020 10:59
To: 'cpageeks@xxxxxxxxxxxxx'
<cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>>
Subject: [CPAGeeks] Inactive Employees in Axcess

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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

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Dunwoody, GA

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References:
- [CPAGeeks] Inactive Employees in Axcess
  - From: Administrator
- [CPAGeeks] Re: Inactive Employees in Axcess
  - From: Casey Ganer, CPA
- [CPAGeeks] Re: Inactive Employees in Axcess
  - From: Patty Harrell

[CPAGeeks] Re: Inactive Employees in Axcess

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