Settings and Import
Last update:CCH IFirm Accounts Production
Settings and import
This document outlines the settings and import functionalities for managing entity details within a specific software. Users can edit general settings like business names, trading statuses, and important dates based on business type (sole trader, partnership, or limited company). It also covers additional sections for addresses, accountant details, and audit exemptions, along with presentation settings for financial data. Lastly, instructions for importing trial balances via CSV files are provided, detailing the steps for file selection, mapping, and data validation before importation.