How To
Report Profiles
CCH Trust Accounts
Report profiles are available for the following reports:
- Nominal Ledger Print
- Trial Balance
- Investment Ledger Print
- Income/Acquisitions Schedule
This means that you can set up default report selections, which saves time selecting report options when the report is run.
The profiles are set up through Activities > System Management > Layout and Formatting. You see a screen containing most of the options that are available when the report is run and can make his selections and then save them.
When the report is run you can choose a Profile from a drop down list. If only one report profile has been set up for a particular report then this profile is selected by default when the report is run.
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