startLinking associations to clients
How To

Linking associations to clients

CCH Trust Accounts
Last update: Reading time 1 minutes
AssociationsNominal ClientLinking Data

    Linking Associations (CCH Central)

    To manage Associations from the client screen, choose the Associated tab.

    Settlor, Beneficiary and Trustee associations specific to your Trust job work in conjunction with the Officers screen in CCH Accounts Production, the details of which appear in the Associations tab and the Officers screen.  All other associations will be linked through the Associated tab within the individual client screen.

    Click Associate on the ribbon

    Associations1.png

    Choose the Inverted relationship from the pop-up, e.g. to show the firm of accountants select “has auditor of” or to show a bank select “has bank/bs of (accts prod)”

    associations2.png

    Click the Search button to search for the contact

    Select OK to select and OK to close dialogue box. 

    The association has now been made.  The delete option unlinks the association.

    Start and end dates (CCH Central)

    Associations and Addresses use start and end dates, if the start and end dates are blank, it will be taken that the record is relevant for all accounting periods.  If the association/address is no longer relevant do not delete the association or address, enter an end-date.

    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.
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    Database Parameters
    Passwords
    Passwords