How To
Applying a theme to a client
CCH Trust Accounts
If the theme on a client needs to be changed, the following procedure can be used:
- Select Maintenance > Accounts > Job themes
- A list of all clients’ accounting periods is shown.
- Select an accounting period, by clicking the appropriate row (without clicking the link which opens the client).
- The right hand column, Theme, is a dropdown. Click it and select the appropriate theme.
Now all accounts produced for that client will use the styles defined in that theme.
Notes
- It is much easier to set a default theme than to set the theme one client at a time.
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