Client Management
Last update:CCH Trust Accounts
Contacts
The document details the functionality and usage of the CCH Trust Accounts Formatter, which extracts contact information to list beneficiaries, bankers, and more from CCH Central. It explains how relationships among various contacts are defined and utilized through specific formulae. It emphasizes the importance of maintaining existing relationship mappings and outlines the synchronization between the Officers screen and Associated tab. The guide includes instructions for using field codes in generating reports and handling roles for Other Advisors and Delegated Managers, along with additional notes on contact details and the management of relationship definitions.
CCH Trust Accounts
Find Contacts
The document outlines features of the "Find Contacts" screen, highlighting that Draft Contacts are included only when the "Include Draft Contacts" option is selected. Draft Contacts are displayed in italics, and there is an "Approve Drafts" option available on the Task Bar for handling these entries. An illustrative image is also provided.
CCH Trust Accounts
Draft Contacts
The document explains that when contacts are imported from VAP, they are classified as Draft Contacts, which are not included in functions like Mail Merge in Central. To enable these Draft Contacts for full functionality, they must be converted to Full Contacts through an approval process. Additionally, the document lists topics related to finding contacts and the Drafts homepage for further guidance.
CCH Trust Accounts
Editing a Client
This document explains the process of linking and unlinking clients between CCH Trust Accounts and CCH Central. Upon linking, certain client details will be overwritten and updated from CCH Central, making them uneditable in CCH Trust Accounts, while others remain editable. Key fields include names, addresses, and contact information. When unlinking a client, the fields revert to being editable, but any accounting periods in CCH Central will be deleted. The document highlights the implications of these actions for client data management.
CCH Trust Accounts
The Drafts homepage
The document indicates that the requested page on CCH Trust Accounts could not be found and presents related search results. It highlights the functionality of the Drafts homepage for managing draft contacts effectively and the benefits of the CCH Trust Accounts system, such as improving efficiencies, monitoring investments, and supporting various accounting needs for entities like trusts and charities. Links to additional resources and topics are provided for further assistance.
CCH Trust Accounts
The Client details screen
This document outlines the process for completing the Nominal Client Details screen after setting up a client for the first time. Key steps include selecting the Class and Format type, entering Year-end dates, and confirming the information. It also explains fields such as Currency, A/cs formatter, Rounding type, Divisions, and Beneficiaries. A warning message appears upon clicking OK to confirm that the Last Year-end date cannot be amended later. Finally, the user is directed to the Client Menu, which features tabs for Nominal Ledger and Investment Ledger.
CCH Trust Accounts
Setting up new clients
This document provides instructions on how to add a new client in Trust Accounts. It outlines the steps to initiate the new client process, including selecting the client from the CCH Central clients dialogue box and entering client details in the Edit client dialogue box. It notes that certain tabs in the dialogue may not be relevant for most jobs due to being superseded by Central. Finally, it explains how to access the client record once created.
CCH Trust Accounts
Navigation overview
This document provides a guide on basic navigation within CCH Trust Accounts. It describes how to access the client list, select clients, and utilize different menu options such as the left task bar, top menu, or double-clicking a client row. Additionally, it outlines the use of the Find button to search for clients by name or code. The guide emphasizes the improved functionality of the Find feature, which now displays all matching records instead of just the first one, along with a checkbox to filter results. Visual aids are included to enhance understanding.
CCH Trust Accounts
Manage Clients
The document provides instructions for accessing the "Manage Clients" feature in a software application. It details two methods: one through the Activities Menu and another from the Activity Bar. Users can select "Manage Clients" or choose "Select Clients" from the specified activity group.
CCH Trust Accounts
How to set up a new contact in CCH Central
The document provides instructions for creating contacts in CCH Central, necessary for linking trustees, beneficiaries, accountants, solicitors, and other relevant parties to clients. It includes a step-by-step guide to adding a new contact through the Add New Contact Wizard, specifying how to choose the correct contact type and fill in required details. A key note emphasizes that each contact should only be set up once but can be associated multiple times with different clients. For further details, a link to additional resources is provided.
CCH Trust Accounts
How to set up a new client in CCH Central
This document outlines the procedure for setting up a client in CCH Central before using the CCH Accounts Production formatter for Trust Accounts. It details the steps to log in, create a new client, select the trust contact type, and enter necessary information such as the trust code and main name. Optional extra fields can also be completed later. Additionally, it mentions the ability to establish addresses and associations with other contacts either during client creation or afterwards. For more detailed instructions, a link to the help resources is provided.
CCH Trust Accounts
Find Contacts
The document is an error notice indicating that a specific webpage on the CCH Trust Accounts site could not be found. It provides related search results, including links to various resources about CCH Trust Accounts, specifically regarding finding and managing Draft Contacts, as well as the benefits of the trust account services in improving efficiencies and monitoring investments. Additionally, it highlights features such as the transformation of Draft Contacts into Full Contacts through an approval process.
CCH Trust Accounts
Draft Contacts
The document outlines issues related to accessing a specific page on CCH Trust Accounts and provides related links for further information. It explains the functionality of CCH Trust Accounts in enhancing efficiency, reducing costs, and providing comprehensive accounting solutions for trusts, estates, and other entities. The section also mentions the management of Draft Contacts and their approval process. Additionally, it offers links to product help resources for further guidance on the software.
CCH Trust Accounts
Client Management in CCH Central
This document outlines the steps for setting up new Trust Accounts clients in CCH Central. It includes links to four specific tasks: setting up a new client, creating a new contact, linking addresses to clients and contacts, and linking associations to clients. The guide serves as a resource for managing client information effectively within the CCH Central system, emphasizing proper data entry procedures.
CCH Trust Accounts
Client Management in CCH Trust Accounts
The document outlines the "Trust Accounts Client Management" learning path for setting up clients in CCH Trust Accounts. It includes four main steps: a navigation overview, guidance for setting up new clients, linking clients to CCH Central, and details on the client details screen. The resource provides practical links for each step, facilitating an efficient setup process.