How To
Find Contacts
CCH Trust Accounts
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- On the Find Contacts screen, Draft Contacts are only included if Include Draft Contacts is ticked: The Draft Contacts are shown in italics and on the Task Bar is an option to Approve Drafts.https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Trust_Accounts/040_CCH_Accounts_Production_formatter_CCH_Trust_Accounts/020_Draft_Contacts/010_Find_Contacts
- 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.https://userdocs.wolterskluwer.co.uk/Archive/Trust_Accounts-Archived/CCH_Trust_Accounts
- If contacts are imported from VAP they become Draft Contacts. These Draft Contacts appear in the accounts but are excluded by default from other functions in Central such as a Mail Merge. To convert a Draft Contact to a Full Contact the contact needs to be Approved. Topics in this Sectionhttps://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Trust_Accounts/040_CCH_Accounts_Production_formatter_CCH_Trust_Accounts/020_Draft_Contacts
- CCH Trust Accounts supports the accounting requirements of trusts, estates, charities, pension funds and limited entities.https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Trust_Accounts
- CCH Trust Accounts entities comprise a chart of accounts for each entity type together with a statutory database which links to the accounts formats.https://userdocs.wolterskluwer.co.uk/Professional_Services/Product_Training_and_Consultancy/CCH_Trust_Accounts
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