How To
Viewing styles
CCH Trust Accounts
An example is shown below. To reproduce it, proceed as follows.
- Open the accounts page.
- Select cell B5. The style of the cell, Body Text A, is displayed as circled on the toolbar.
- You may want to see what number format is defined by style Body Text A. (Although Body Text A is mostly used for text, it can contain nominal balances in formulae enclosed in curly brackets. These balances are formatted according to Body Text A’s number format).
- The Styles button appears vertically on the right of the screen.
- Click it to display the Styles task bar.
- Many styles are shown. To narrow the choice to those in use on the page, select Styles in use as circled below.
- To see the number format of a particular style, use the mouse to hover over the relevant style.
- In this case, the format is “#,##0.00 ;(#,##0.00);-“. The first part is the format for positive numbers (two decimal places and a thousands separator); the second part is the format for negative numbers and the last part is the format for a zero (a dash). The tooltip includes some Examples underneath.
Related
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