startPasswords
How To

Passwords

CCH Trust Accounts
Last update: Reading time 2 minutes
System Administration

    Passwords can be set for each user, if required and also to restrict access to specific menu options within the System Management area.

    This section shows how passwords can be set to restrict access to System Management menu items.

    Please note that, in common with all other passwords within Trust Accounts, these passwords are encrypted by the password routine and cannot be extracted or ascertained without sending the data to CCH Software (a charge will be made for this service). It is, therefore, important to ensure that you have a suitable password security system in place.

    See the creating users section for setting user passwords within CCH Trust Accounts.

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    Maintain Passwords

    This option allows you to set or change a password restricting access to this window.

    Client Deletion

    If a Client Deletion password is set then this will be prompted for when a client is deleted.

    Manage Users

    This option allows you set or change a password restricting access to the Manage Users option on the System Management menu.

    Change Currency Code

    Allows password restriction to be applied to the Currency Codes Replacement option.

    Client Year End

    Use this option to set a password for the Client Year End routine.

    Edit client user-defined data

    This password allows editing client user-defined database entries which are accessed through Edit Client > Maintain. If a password has been set then this option now shows a submenu with 2 options:

    1. Edit: If Edit is selected the password is requested before the user-defined data can be changed.

    2. View.: If View is selected then the user is taken straight into viewing the user-defined data but is unable to edit it. This option is available because some users keep bank details in user-defined data fields.

    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
    Other Trust Accounts options that involve CCH Accounts Production
    This document outlines the processes for zipping, unzipping, deleting clients, and managing the nominal ledger within CCH Trust Accounts. When zipping or unzipping clients, CCH Central must be active, and users should ensure they check for messages in CCH Trust Accounts. Deleting a client removes associated Accounting Periods, necessitating the opening of CCH Central. Additionally, switching off the nominal ledger results in the deletion of relevant accounting periods. It also mentions the use of Global Accounts Production for handling multiple clients, emphasizing the importance of monitoring both software windows.