How To
Accounts Formatting
CCH Trust Accounts
CCH Accounts Production sits in CCH Central.
CCH Central is a Central database containing records of clients and contacts. It is also the launch pad for most CCH applications, such as CCH Personal Tax, CCH Accounts Production and CCH Document Management, although not CCH Trust Accounts.
Clicking on this menu option opens up the client in the Accounts Formatter. If Central is not open a message to that effect is presented as below.
Click OK to start Central and log in as required.
If the Accounts Formatter does not load, return to Trust Accounts and click on the prompt to reconnect to Central.
Related documents
Linking to clients in CCH Central
This document provides instructions on how to link and unlink clients from CCH Central in the CCH Trust Accounts system. To link a client, the user must select the client, click "Edit," then "Link," and choose the appropriate client from Central. Once linked, certain fields become non-editable in Trust Accounts. To unlink a client, the user clicks the "Unlink" button, which restores editability but deletes any accounting periods in Central. Key fields updated from Central include client name, address, and contact details.
Database Parameters
Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
Data Parameters
Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
Database Parameters
Database Parameters
Passwords
Passwords