startOther Trust Accounts options that involve CCH Accounts Production
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Other Trust Accounts options that involve CCH Accounts Production

CCH Trust Accounts
Last update: Reading time 2 minutes
CCH Accounts Production FormatterProduct Integration

    Zipping or unzipping a client

    When a client is zipped using File > Zip in CCH Trust Accounts, the zip file includes client information from CCH Accounts Production such as the local pages and Statutory Database information. If Central is not already running then CCH Trust Accounts will start CCH Central, as Central needs to be running to complete the task. The same applies to unzipping a client.

    Tip: If CCH Trust Accounts has started CCH Central then the CCH Central window may be open in front of CCH Trust Accounts. A message from CCH Trust Accounts such as “ABC01.zip successfully created” can easily be missed. If nothing seems to be happening in Central, click the CCH Trust Accounts icon to bring CCH Trust Accounts to the front and check if there is any message showing.

    Deleting a client

    If a client is deleted from CCH Trust Accounts, the system will delete the associated Accounting Periods from AP. This requires opening CCH Central if it is not open. Again, the user needs to check CCH Trust Accounts if nothing seems to be happening in CCH Central.

    Switching off the nominal ledger

    If the nominal ledger of a client is switched off by using Edit Client > Ledgers and unticking Nominal Ledger then any related accounting periods for the client in CCH Central are deleted.

    Global Accounts Production

    Global Accounts Production can be used from CCH Trust Accounts to produce accounts for multiple clients in a single operation. Again this requires CCH Central to be open and messages from Trust Accounts could be missed if CCH Central is open in front of 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