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How To

Themes

CCH Trust Accounts
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ThemesCCH Accounts Production Formatter

    CCH Accounts Production has a default theme which consists of styles and their attributes. A bespoke theme may be created at the master level.

    Introduction

    CCH Accounts Production is shipped with a theme, which displays the styles available when printing or previewing the Financial Statements. 

    The CCH theme cannot be amended, but a copy may be taken; this may then be amended to suit the organisation and assign it to all or some clients.  There are twenty extra styles available for use to setup if required.  Once a theme has been created it will then be applied to a client or many (all) clients through the Job Themes screen.

    To view or create a Theme

    To view the CCH default theme, create a bespoke theme or view a bespoke theme, navigate to: File > Maintenance > Accounts > Themes

    Choose the Theme, e.g. CCH Theme

    1. Select Copy Theme from the Ribbon.
       
    CCH_Accounts_Production_Themes_1.png
    1. Rename Theme to that required e.g. your organisation's name
    2. Type will display 'Practice' for your global bespoke theme or “Client” for a client specific theme.
    3. Rename Description.

    Once done, the hyperlinks may be accessed to change attributes.  There is a search box on the ribbon to filter according to the search word.

    CCH_Accounts_Production_Themes_2.png

    Click on the hyperlink of the Style Name that is to be changed, make the required changes, repeat for all Styles to be amended. Click OK when finished.

    To define a default Theme

    One theme may be specified as the default theme using the checkbox shown below:

    CCH_Accounts_Production_Themes_3.png

    This default theme will be selected during the accounting period creation step of the new Client Creation Wizard.

    Applying a Theme to a client / clients

    Once a theme has been created it will then be applied to a client or many (all) clients through the Job Themes screen. link: Job Themes and Themes

    Useful Information! Print company name exactly as input to Statutory Database - see below

    Print company name exactly as input to Statutory Database

    The CCH Master formats present the company name in the format header in upper case by default.  Sites that wish to present the name exactly as typed in the Statutory Database (#cd2 and #cd3) may do so as follows:

    Input a configuration key via Maintenance > User Defined > Configuration

    Key Name = CD2CD3PrintAsTypedInStatDB

    Value = 1

    Within Maintenance > Accounts > Themes, ensure the Style being used is set to Case = "As entered"
     

    CCH_Accounts_Production_Themes_4.png

    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