startCCH Trust Accounts: CCH Accounts Production formatter Consultancy (10091288/10091287)
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CCH Trust Accounts: CCH Accounts Production formatter Consultancy (10091288/10091287)

CCH Trust Accounts
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ConsultancyCourse OutlinesCCH Accounts Production Formatter

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    • CCH Trust Accounts
    • simultaneously increases efficiencies and cuts costs whilst improving reports, closely monitoring investments and eliminating errors.  Our services to support your implementation are listed below.
    • supports the accounting requirements of trusts, estates, charities, pension funds and limited entities.
    • entities comprise a chart of accounts for each entity type together with a statutory database which links to the accounts formats.

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    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