Set up
Last update:CCH Trust Accounts
The Master Chart
The document outlines the structure and management of client classes and master charts of accounts within a nominal ledger system. It emphasizes the importance of standardization, allowing clients to utilize a consistent set of account codes while enabling customization in account descriptions. Key operations discussed include editing account descriptions and codes, deleting accounts (both individually and globally), simplifying the master chart, changing case formats for account titles, and modifying the length of account codes across all clients. These processes ensure efficient account management while maintaining a standardized approach across clients.
CCH Trust Accounts
Setting up users - CCH Trust Accounts
The document outlines the user access control system for CCH Trust Accounts, detailing three setup options: no user IDs, user IDs with sign-in requirements, and automatic login using network login names. It explains the user creation process, the assignment of rights for system management, securities maintenance, and common file maintenance. Local user rights are also addressed, emphasizing access permissions for client databases. Additional features include client access rights and grouping users for easier management. Recent updates enhance user access control by restricting visibility of clients based on assigned user rights, specifically in the SQL Server version.
CCH Trust Accounts
Setting up users - CCH Central
This document provides a detailed guide on setting up employees in the CCH Central system to integrate with CCH Trust Accounts. It outlines the necessary steps for creating a new employee, including mandatory fields such as unique identifiers, personal details, and security group assignments. The document emphasizes the importance of specific access rights for CCH Trust Accounts users, particularly for preparing accounts and configuration purposes. Additionally, it includes instructions for adding extra security groups as needed.
CCH Trust Accounts
Licensing in CCH Trust Accounts
This document outlines the licensing options for CCH Trust Accounts, detailing how to access licensing information and how to add a new license key (Telcode). It specifies that users can view their licensing status via the Help menu and offers a comprehensive list of product options, including features like nominal ledger, multicurrency, and various formats for specific client needs. Additionally, it provides step-by-step instructions for entering a new Telcode to update license options, ensuring users have the correct access based on their orders.
CCH Trust Accounts
CCH Trust Accounts: Implementation Consultancy (10091279-0001)
This course offers a consultancy session designed to assist businesses in reviewing processes and implementing new software systems, specifically CCH Trust Accounts and CCH Central. The session focuses on planning, implementation, and setup, ensuring participants understand available options and how to optimize functionality. Key attendees should have knowledge of existing production procedures and be involved in decision-making. The course emphasizes the importance of collaborative input from all organizational areas impacted by the changes. Outcomes include a defined project plan for rollout and access to supporting resources.
CCH Trust Accounts
CCH Trust Accounts Transaction Import – Special Program setup
The document outlines the functionalities of the CCH Trust Accounts Transaction Importer, a licensed program enabling the importation of various data types into CCH Trust Accounts, including master tables such as nominals, securities, and client information. It highlights the integration of a macro-enabled spreadsheet for consistent file structuring. Notably, there is no delete option for incorrectly imported data, necessitating careful checks prior to bulk imports. Additional data types like security prices and exchange rates can also be imported, with specific instructions for setting up the special program in CCH Trust Accounts.