How To
Creating Practice Masters
CCH Trust Accounts
To create Practice Masters, the user first creates a Practice version of the trust masterpack. The master accounts pages can be changed in the Practice version. At this point, all the clients are still using the original version of the masterpack. So the new masterpack needs to be applied to each client. Typically, the changes are applied initially to one or two clients to test them. But when the user is happy with the new pages, the new version of the masterpack is Published to freeze the pages. The following topics discuss these steps in more detail.
Topics in this Section
- Master Packs
- This area gives an overview of master packs, including creating, publishing and comparing master packs in CCH Accounts Production for the Trust and Probate entities used by CCH Trust Accounts.
- Practice Level Collections
- Practice level collections might be used for Funded accounts or other special types of accounts. A practice collection contains a set of master pages that can be applied to any client, without needing to copy in the required pages one by one.
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