System Administrator
Last update:CCH Trust Accounts
Linking CCH Trust Accounts to CCH Central
This document outlines the process for linking CCH Trust Accounts with CCH Central, detailing how client information is managed between the two systems. Key points include: clients can be created in Trust Accounts based on existing CCH Central clients, and some fields remain uneditable in Trust Accounts. Resyncing is required for updates from Central, and there are specific procedures for deleting linked clients. Technical settings for establishing the link, including preferences for executable locations and database parameters, are also specified. Ultimately, proper linking is crucial for efficient data management across both platforms.
CCH Trust Accounts
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.
CCH Trust Accounts
Linking associations to clients
This document provides instructions on managing associations within the CCH Central client screen, specifically through the Associated tab. It details the process for linking Settlor, Beneficiary, and Trustee associations, as well as other contacts, using the Associate feature. Users can select inverted relationships and search for contacts to finalize associations. Additionally, it emphasizes the importance of using start and end dates for associations and addresses, advising against deletion and recommending the entry of an end date for obsolete records.
CCH Trust Accounts
Linking addresses to clients and contacts
The document provides a detailed guide on managing addresses in CCH Trust Accounts using CCH Central. It outlines steps for adding, editing, or linking addresses for both trusts and their contacts (such as solicitors or bankers). Users can toggle between grid and card views to input address information, set primary addresses, and manage address types. It also explains how to link existing addresses as new types, ensuring proper maintenance of client and contact records for effective trust management.
CCH Trust Accounts
Applying the changes to clients
This document outlines the process for upgrading clients to new "Draft" masterpack versions in the Central system. Existing and newly converted clients do not receive automatic updates and must be upgraded individually through the Accounts Production tab. Users are guided to select the client, access the accounting period, and confirm the upgrade. Once completed, the updated masterpack version will be listed in the Master Pack Id column. It also mentions an option to ignore master pack upgrades and how to revert that decision if needed.
CCH Trust Accounts
Other Trust Accounts options that involve CCH Accounts Production
This document outlines the processes for zipping, unzipping, deleting clients, and managing the nominal ledger within CCH Trust Accounts. When zipping or unzipping clients, CCH Central must be active, and users should ensure they check for messages in CCH Trust Accounts. Deleting a client removes associated Accounting Periods, necessitating the opening of CCH Central. Additionally, switching off the nominal ledger results in the deletion of relevant accounting periods. It also mentions the use of Global Accounts Production for handling multiple clients, emphasizing the importance of monitoring both software windows.
CCH Trust Accounts
Database Parameters
Database Parameters
CCH Trust Accounts
Passwords
Passwords