How To
Banks
CCH Trust Accounts
Banks list
This is used when the bank reconciliation option is licenced. The window shows a list of bank names. The banks are identified by a 6 digit code, the sort code. Each bank record contains the bank’s name and address.
Banks are referenced by Bank Details records, i.e. records that define a payer or payee bank account. However it is possible to delete the Bank record even if it is referenced by a Bank Details record. If this happens then the system still knows the sort code of the Bank Details record but does not know the name and address of the bank.
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