How To
Common-Shared data
CCH Trust Accounts
Common-Shared Data menu in CCH Trust Accounts
The Activities > Common/Shared data menu consists of the following choices:
- Banks
- Client Classes
- Currency Codes
- Exchange Rates
- Interest Base Rates *
- Interest Bands *
- Movement Codes
- R.P.I. Tables - used for calculation of CGT, not now required.
- Securities
- Standard Descriptions
- Tax Rates - used for automatic calculation of tax credits - not now generally used.
* used for Client interest calculation - refer to help within Trust Accounts for more information
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