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Resolution: To preview invoices in the interim

**In the Main billing screen**

1. On the Client Tab

2. Use the + sign to expand the client

3. Select Actions>Print>Print edit on the invoice to preview

4. Cancel when done.

**While invoicing a client**

1. After making billing decisions and editing the invoice.

2. Instead of clicking Preview

3. Select Print>Print Edit to view what the invoice will look like.

**On the Invoices Tab | For invoices in Posted or Final status.**

1. Select Actions>Print>Reprint final invoice.

2. Check Print paper copy and click OK.

3. Invoice will Preview in Print window.

4. Cancel  and click OK when done.

**For Invoices in other status**

1. Select Actions>Print>Print edit.

2. Cancel when done.

Changing CCH Custom Letter Templates

Self Service Password Reset

  1. Go to office.com
  2. Click "sign in"
  3. Enter your email when prompted
  4. Click the "forgot my password" option
  5. Enter your email address and fill out the Captcha info
  6. Select the option for Two Factor Use, fill our the necessary information if prompted
  7. Enter your new password
  8. Click finish
  9. Go and sign in using your new Microsoft/Windows/Netgain password

How To Check All Engagement Workpapers

If you need help with any of the following - you are in the right place!

Hardware

-  New workstation setup

-  Workstation upgrades

-  Workstation troubleshooting (can’t power on or connect to network)

-  Monitors

-  Keyboards & Mice

-  Desk phones

-  Office Moves

-  Printing issues

-  Extra equipment needed

-  Helping get meetings/trainings kicked off (tv, projector, laptop, team viewer, phone)

Account Setups & Permissions

-  New Employee Setup (excluding ConnectHHM)

-  Engagement

-  Knowledge Coach Licenses

-  Tax

-  Adobe

-  Accounting Research Manager

-  Checkpoint Research

-  ShareFile

-  SurePrep

Email Distribution Lists

-  Creation of distribution lists

-  Adding and removing employees from lists

Downloading Netgain on Windows Computers

  1. Click to download this link
  2. Open application
  3. Sign in