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CCH Axcess™ Practice

Welcome to Practice Help

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Getting Started

Basic steps for using Practice

Set your Time Capture user options

Set your billing user options

Learn about the Client Dashboard

Learn about the Feedback Forum

Time Capture

Time Capture workflow

Use clocks to capture your time

Enter transactions manually

Manage banked hours

View monthly totals

Billing & Invoicing

Create custom invoice templates

Create an invoice

Edit invoices in Microsoft® Word or Adobe® Acrobat®

Reverse a posted invoice into unbilled WIP

Accounts Receivable

Enter AR  transactions

Correct AR transactions

Learn about AR statement templates

Create AR statements

Corrections

Recalculate WIP rates and time amounts

Transfer and correct WIP amounts

Correct AR transactions

Administration

View productivity reports

Run year-end procedures

Set the reconciliation date

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Revised 5/7/2025