startCCH Trust Accounts: Practice Formats consultancy (10091297/10091296)
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CCH Trust Accounts: Practice Formats consultancy (10091297/10091296)

CCH Trust Accounts
Last update: Reading time 2 minutes
ConsultancyCourse OutlinesPractice Formats

    Overview

    This course will include assistance in writing the format changes for the practice rather than training. 
    The consultant will  work with the participants to understand , advise  on and oversee the required format changes with the aim of  providing sufficient knowledge to complete the any remaining formats and future changes.

    Course Duration: This course consists of four onsite or online sessions. Each session will last up to 3 hours.

    Key Objectives

    • To use the Format Designer for CCH Trust Accounts
    • To create Practice Masters, using a Practice version of the trust master pack and changing the master accounts pages in the Practice version
    • To apply the format changes to a test client. This will include the new master pack being applied to each client and then publishing the master pack

    Course Contents

    Session one Session two
    • Reviewing and understanding the practice format requirements
    • Overview of Format Designer
    • Creating new formats using the Format Designer
    • Using the Statutory Database to provide client specific content
    • Working with Collections
    • Using notes and cross referencing
    • Continuing from session one to create new practice formats using the Format Designer
    • Adding practice formats at a master level
    • Adding practice specific paragraphs at a master level
    • Applying Styles and Themes if required
    • Testing the new practice version of the master pack
    • Publishing the practice master pack

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central.

    All attendees should have a good understanding of CCH Trusts Accounts.

    All attendees should have a good understanding of trust accounting.

    All attendees should have a good understanding of spreadsheet type formulae.

    Who is this course designed for?

    CCH Users working with Trust accounts.

    Note: if more time is required, there is an option to take additional consultancy time with  CCH Trust Accounts: Formatting (Practice Formats). 

    Useful Resources

    • eLearning courses - online courses that provide you with an overview and insight into our software
    • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
    • Webinars - sessions for you to attend and learn from
    • Customer Onboarding Glossary - Our terminology explained for customers

    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