[CPAGeeks] Re: Inactive Employees in Axcess

  • From: Jennifer Bogart <jbogart@xxxxxxxxxxxxxxxxxxxx>
  • To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
  • Date: Wed, 3 Jun 2020 16:58:07 +0000

That sounds like as good a solution as any. I’ve also spoken with CCH about 
this repeatedly and have not found a way to completely remove them from the 
dropdown lists.

Jen

Jennifer Bogart
GoldsteinEnright Accountancy Corporation
(925) 552-8200

From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf 
Of Josh Pivato
Sent: Wednesday, June 3, 2020 9:14 AM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Re: Inactive Employees in Axcess

We just set them as inactive and put zzz before their name to put them at the 
bottom of the list.

[Visit our website]<http://www.applegrowth.com/>

Josh Pivato​

Applications Manager

 | Information Services




[cid:image004.jpg@01D6398D.7A0B6F30]




From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx> 
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf 
Of Administrator
Sent: Wednesday, June 3, 2020 10:59 AM
To: 'cpageeks@xxxxxxxxxxxxx' 
<cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>>
Subject: [CPAGeeks] Inactive Employees in Axcess

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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