Category: Billing
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How to View and Approve Your Billing Update
Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile. Just as a quick reminder on how to find your Billing folder follow these simple steps. Begin by going to your personal profile to view links to your billing folders. If you have any questions or…
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Billing Update for Q1 2018
Happy New Year! Great news: Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile in your Jan 2018 folder. Once you have had a chance you review your Forecast Bill, if approved, please go the Axxcess Wealth Management Hub (https://hub.axxcessplatform.com) and click on the photo…