Topic results Themes

CCH Trust Accounts
Themes
A theme is a list of all the styles that could apply to a client. CCH ship a theme called CCH Theme which cannot be edited. But users can create their own. A new theme is created by copying an existing theme and then editing its styles. Note that a user cannot create new styles; they can only edit the ones that CCH supply. 
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CCH Accounts Production
Job Themes
This document explains how to apply themes in CCH Accounts Production through the Job Theme screen. It details the process of assigning a standard or bespoke theme to one or multiple clients and their accounting periods. Users are guided to navigate to the relevant menu and can choose to apply themes to all jobs or select specific clients. This feature is aimed at enhancing the customization of accounts for different clients within the software.
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CCH Accounts Production
Managing Themes
This document outlines the features and procedures for managing themes in CCH Accounts Production. Users can work with a default CCH theme and create bespoke themes by copying and modifying them for specific organizations or clients. The process includes navigating through maintenance settings, renaming themes, and defining default themes for client creation. Additionally, it provides guidance on how to format the company name as recorded in the Statutory Database. Users are encouraged to apply these themes through the Job Themes screen for customized client presentations.
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CCH Trust Accounts
Creating a theme
This document provides step-by-step instructions for copying an existing theme in the Maintenance & Accounts section of a system. It outlines the process of selecting a theme, copying it, and editing its name. The copied theme will be designated as a "Practice" theme, differentiating it from the original "Master" theme. Finally, users are instructed to confirm the changes by clicking "OK."
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CCH Trust Accounts
Applying a theme to a client
The document outlines the procedure for changing a client's accounting theme within a software system. It details the steps to select the appropriate accounting period and update the theme using a dropdown menu. Additionally, it notes that setting a default theme is more efficient than changing themes for individual clients. This ensures that all accounts generated for the client will adhere to the selected theme's styles.
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