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How To

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CCH Trust Accounts
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    The file menu allows you to create a new datafile, open an existing one, backup/import/export a datafile, setup and use a printer or exit from Trust Accounts.

    New - Creates a new database

    Open - This window allows you to select an existing database or configure a new database.

    Info -  The Options tab displays the program options available in the current version of Trust Accounts and shows those that are currently installed or enabled.

    Import - This option retrieves clients or Common File data into the Trust Accounts database. The data must have been previously saved in an import file using the option Export Data.

    Export - This option allows an client or Common File export file to be produced. This file can then be loaded onto another database via the Import routine.

    Zip - This option extracts all the data relating to a client, including account pages and data in Statutory Database and saves it in a zip file. The data can then be retrieved again in another Trust Accounts database using the File > Unzip option. It is mainly used to copy a client from one Trust Accounts database to another, or to send it in to te Support team for investigation.

    Unzip - This option retrieves a client (or clients) into the Trust Accounts database. The client must have been previously saved in a Zip file using the option Zip Client

    Printer Setup - For printing reports from Trust Accounts

    Log out - Logs the current user out of the system

    Exit - Closes Trust Accounts

    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