How To
Creating a theme
CCH Trust Accounts
- Select Maintenance > Accounts > Themes
- Select an existing theme, e.g. CCH Theme.
- Select Copy Selected Theme on the task bar.
- The two boxes at the top of the screen change. The Theme box now says “Copy of CCH Theme”; and the Type box says “Practice” meaning that this is a Practice theme as opposed to a Master theme created by CCH.
- Edit the name of the theme in the Theme box.
- Click OK.
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