Topic results Styles

CCH Trust Accounts
Applying a Style
This document provides a brief guide on how to apply styles to selected cells in a software interface. It outlines a simple three-step process: selecting cells, clicking the Styles button to open the Styles task bar, and choosing the desired style. Additionally, it includes a tip about using a pin icon to keep the Styles task bar open for easier access when applying multiple styles.
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CCH Trust Accounts
Viewing styles
This document provides a step-by-step guide for checking and reproducing formatting in a spreadsheet application, specifically focusing on the “Body Text A” style. It explains how to access the styles, see the defined number format, and identify the formatting for positive, negative, and zero values. Key features include using the Styles button, narrowing styles to those in use, and tooltips for format details. An illustrative image is included to assist users visually.
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CCH Trust Accounts
Styles
The document explains that in AP (Application Programming), cell formatting is accomplished through pre-defined Styles. Each style dictates the formatting of numbers, alignment, and font characteristics.
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CCH Practice Management
Master Paragraphs
This document outlines the use and management of master paragraphs in billing systems for adding explanatory text to task codes on invoices. It details the setup process for creating new master paragraphs, including naming and entering text, along with instructions for editing and deleting existing paragraphs. Only users with Administrator permissions can make these changes, allowing practices to customize their billing statements effectively. The document serves as a guide for Systems Administrators to maintain a library of personalized master paragraphs tailored to their billing needs.
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CCH Practice Management
Document Styles
This document provides a step-by-step guide for setting up document styles in a software application. It outlines how to create a new document style by selecting relevant options, enabling the style, specifying the Word template path, and choosing the document type. The process also allows for the addition of multiple styles and requires confirmation to save changes. Finally, it instructs users on how to make the newly created styles available for their company or office.
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CCH Central
Creating a Style
The document provides a step-by-step guide for creating a new style in the Report Designer. It outlines the process from selecting the Page Setup option to defining the style name, choosing a base style, editing options, and ultimately saving the new style. An illustrative image accompanies the instructions for better clarity.
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CCH Practice Management
Bill Covering Letter setup
The document outlines the configuration and creation of standard covering letters within the Billing Wizard of CCH Document Management. Users must enable a configuration key to access this feature and create a custom billing template comprising a covering letter and a fee template. Additionally, it discusses setting up Master Paragraphs for standard letter content and incorporating document styles that include a Covering Letter option. Users are advised to create new document styles for flexibility in billing types while ensuring template association with relevant companies/offices.
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