Release Notes
Read the latest release notes available for CCH Trust Accounts
Last update: CCH Trust Accounts
CCH Trust Accounts 2024.2: Release Notes
The CCH Trust Accounts 2024.2 release notes highlight new features and improvements. Notable enhancements include autoposting of redemptions for securities and improved data feed management, allowing users to switch between Exshare and Telekurs feeds without event duplication. A change in downloading exchange rates reflects new access methods due to changes in the source, requiring manual CSV file handling. Additionally, the release addresses quality improvements and notable limitations in formula usage within nominal ranges. Overall, this update enhances operational efficiency and user experience.
CCH Trust AccountsCCH SecTax
CCH Telekurs 2.70
The document outlines the release notes for version 2.70 of the Telekurs software, which integrates with CCH SecTAX and CCH Trust Accounts. It highlights the new feature allowing users to set a start date when switching from Telekurs to Exshare, ensuring that security history records are not duplicated. This enhancement is especially important for compatibility with the upcoming SecTAX or Trust Accounts 2024.2 versions. The software reads financial data from SIX Financial, streamlining investment income record generation through the Autopost function. Installation of Telekurs software is necessary only for subscribers of the data feed.
CCH Trust Accounts
CCH Trust Accounts 2024.2: Release Notes
The CCH Trust Accounts 2024.2 release notes highlight new features and improvements. Notable enhancements include autoposting of redemptions for securities and improved data feed management, allowing users to switch between Exshare and Telekurs feeds without event duplication. A change in downloading exchange rates reflects new access methods due to changes in the source, requiring manual CSV file handling. Additionally, the release addresses quality improvements and notable limitations in formula usage within nominal ranges. Overall, this update enhances operational efficiency and user experience.
CCH Trust Accounts
CCH Trust Accounts 2022.1 Release Notes
The CCH Trust Accounts 2022.1 release notes outline significant changes and enhancements, including the default display of gross income on investment schedules and the addition of divisions in transaction imports. It improves the client list search functionality, now allowing multiple matches. Updates for CCH Accounts Production include revisions to Trust and Probate master pages and a more secure Telekurs software release. Quality improvements address various issues, like the handling of CGT reports and restrictions on accessing joint reports. Notable limitations on nominal range formulae and syntax are also highlighted.
CCH Trust Accounts
CCH Trust Accounts: 2021.1 - Release Notes
The CCH Trust Accounts 2021.1 release notes detail changes and enhancements for the software, including compliance updates to the SEDOL lookup facility, enabling identification of UK and Irish securities only, and the introduction of client-level security prices for individual price adjustments. Other improvements include an autopost reference field, modifications to CGT report headings, new commands for printing pages in accounts production, and quality improvements addressing various system warnings and display issues. Notable limitations regarding formulae in nominal ranges are also outlined.
CCH Trust AccountsCCH SecTax
CCH Telekurs 2.50
This document outlines the release notes for version 2.50 of the CCH Telekurs software, which integrates with CCH SecTAX and CCH Trust Accounts. The key enhancement is compatibility with CCH SecTAX and Trust Accounts 2020.1, allowing for full SQL Server connection strings. The update facilitates the efficient generation of investment income records through the Autopost function, streamlining data entry for users. Essential installation steps for setting up the software post-release are also provided.
CCH Trust AccountsCCH SecTax
CCH Telekurs 2.60
The document outlines the changes introduced in version 2.60 of the Telekurs software, which integrates with CCH SecTAX and CCH Trust Accounts. Key updates include transitioning the data feed from FTP to SFTP for enhanced security, instructions for switching to the new SFTP sites, and modifications to the TKGet.exe utility for data downloading. Additionally, the release addresses several quality improvements concerning dividend amounts and SQL connection string errors. Users must install the Telekurs software to utilize these updates and follow a specified timeline for transitioning to SFTP.
CCH Trust AccountsCCH SecTax
CCH Telekurs 2.70
The document outlines the release notes for version 2.70 of the Telekurs software, which integrates with CCH SecTAX and CCH Trust Accounts. It highlights the new feature allowing users to set a start date when switching from Telekurs to Exshare, ensuring that security history records are not duplicated. This enhancement is especially important for compatibility with the upcoming SecTAX or Trust Accounts 2024.2 versions. The software reads financial data from SIX Financial, streamlining investment income record generation through the Autopost function. Installation of Telekurs software is necessary only for subscribers of the data feed.