startImporting transactions using the Transaction Import product option
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Importing transactions using the Transaction Import product option

CCH Trust Accounts
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Getting StartedTransactionsData Import
    This section provides information about the Transaction Import product option which can generate considerable efficiency savings over manual data input processes.

    Transactions can be imported from a CSV text file directly into CCH Trust Accounts using the Transaction Import product option.  This facility can be used either for an initial data transfer to Trust Accounts when a user moves from a third party system to Trust Accounts, or for regular transaction imports from another system which is the initial point of data entry.  Either way the Transaction Import can save an enormous amount of manual work.

    Bank, Journals, Security and Property transactions can all be imported into CCH Trust Accounts. In addition, the "Special Program" can be used to import standing data into the system although care does need to be taken using this option. The reason is that there are limited validation checks when doing so, unlike when importing Transactions where there is a more comprehensive integrity check.

    Please refer to the Transaction Import section to explore this option further.  

    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