How To
Setup TB loading instructions
CCH Trust Accounts
This screen shows a list of each set of TB Loading Instructions. Each is identified by a code and a description.
TB Loading Instructions screen
This screen shows a list of each set of TB Loading Instructions. Each is identified by a code and a description. Usually only one set of Client TB loading instructions is set up on a client, since you cannot use more than one set at a time on a client. Clicking New brings up the Add/edit TB Loading Instructions screen.
Add/edit TB Loading Instructions screen
This screen requests the code and description for the new set of instructions. These are only used to identify which set of TB loading instructions is required when selecting them. Use the New button to add each TB to the TB loading instructions. This brings up the Add/edit TB Loading Instruction Line screen.
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