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Master Packs

CCH Trust Accounts
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Master PacksCCH Accounts Production FormatterPractice Master Pack
    This area gives an overview of master packs, including creating, publishing and comparing master packs in CCH Accounts Production for the Trust and Probate entities used by CCH Trust Accounts.

    Overview of master packs

    Click here for an overview of the concept of master packs: Master Packs

    Creating a master pack

    The process to create a master pack in CCH Accounts Production is shown here: Master Packs (creating a new master pack)

    • For CCH Trust Accounts, you will select one of the following depending on the Trust Account entity you are using:
      • Type: Trust and the Entity: UK Trust, or
      • Type: Probate and the Entity: UK Probate.
         

    Publishing a master pack

    The process to publish a draft master pack is shown here: Master Packs (publishing a master pack)

    Note: The year-end process for Trust Accounts is performed within CCH Trust Accounts, and as such there is not the requirement to publish the master packs in the same way for accounting periods created within CCH Accounts Production for other entity types.  However, to ensure the latest pack is the default it must be published.

    Viewing the differences between master packs

    Click here for an explanation of the master pack difference analyser in the maintenance area of CCH Accounts Production: Master Pack Difference Analyser

    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