How To
Applying a Style
CCH Trust Accounts
- Select one or more cells.
- Click the Styles button to display the Styles task bar.
- Click the relevant Style.
Tip: There is a pin icon at the top of the Styles task bar. If it is clicked then the Styles task bar remains open, pinned to the right of the screen. This is useful when different styles need to be applied as it stops the Styles task bar from “Auto hiding”.
Related
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