startCCH Trust Accounts: Trust Estates (Probate) Accounts Training (10091290)
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CCH Trust Accounts: Trust Estates (Probate) Accounts Training (10091290)

CCH Trust Accounts
Last update: Reading time 2 minutes
Training SessionsCourse Outlines
    The CCH Estate (Probate) formats are a quick and easy way to produce Estate accounts. The principles behind the formulae used to construct these formats are similar as for other CCH formats.

    Overview

    This is usually a show and tell single session providing training in the preparation of the probate accounts in CCH Trust Accounts/ CCH Central / CCH Accounts Production.

    Key Objectives

    ·         to create an estate client within CCH Central / CCH Trust Accounts

    ·         to demonstrate the structure of the nominal ledger with CCH Trust Accounts

    ·         to use the ‘Autoload’ feature within CCH Trust Accounts.

    ·         to produce a set of estate accounts with CCH Trust Accounts /CCH Accounts Production.

    Course Contents

    • Introductions
    • Overview of relationships between CCH Central, CCH Trust Accounts and CCH Accounts Production
    • Within CCH Trust Accounts amending common file details, if required.
    • Setting up a new probate client in CCH Central / CCH Trust Accounts
    • Idenifiying periods in CCH Trust accounts using the Autoload function
    • Creating and editing nominal account codes
    • Entering journals and other data
    • Editing entries
    • Output of accounts into CCH Accounts Production
    • Entering information in the Statutory database in CCH Accounts Production
    • Previewing and saving the accounts
    • Customer community / online resources
    • Summary of session

    Pre-requisites

    Delegates are required to: 

    • have a working knowledge of Trust Accounts and how estate accounts are prepared together with a good understanding of CCH Central.
    • adhere to the Training session Guidelines.

    All attendees should have completed the Data Entry and CCH Accounts Production Formatter training.

    Who is this course designed for?

     CCH Trust Accounts users who will be preparing Estate (probate) accounts. 

    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