Working with Clients
Last update: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 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 It notes that certain tabs in the dialogue may not be relevant for most jobs due to being superseded by Central.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 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
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.