Topic results Collections

CCH Accounts Production
Collections
This document provides instructions for creating a new Collection at the master level specifically within CCH Trust Accounts formats in CCH Accounts Production. It outlines the steps to navigate to the Collection creation section and details the process for selecting an Entity and Master Pack, naming the new Collection, and deleting it if necessary. The key point is that Collections can only be created at the master level when using Trust Accounts, emphasizing the relevance of the correct environment for these actions.
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CCH Trust Accounts
Practice Level Collections
This document explains the process of creating and managing practice level collections for Funded and special types of accounts. It outlines the steps for creating a practice master pack, adding collections, and incorporating account pages. Two methods for adding a new practice collection to a client are detailed based on whether the client is upgraded to the latest master pack version. Additionally, notes address limitations regarding practice collections for Trust and Probate Entities and the zip functionality involving local pages and master pages.
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CCH Trust Accounts
Creating a Collection
This document outlines the process of creating and managing practice collections within a master pack for accounting applications. Practice collections facilitate the use of a standardized set of master pages without repeated manual copying. Steps include creating a practice master pack, adding collections, and incorporating accounts pages. It explains how to apply these collections to clients, detailing necessary upgrades and refresh procedures. Additionally, it notes how zipped clients handle local versus master pages, ensuring collections are appropriately managed when migrating databases.
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CCH Trust Accounts
Practice Level Collections
The document highlights a not-found error for a specific page on the Wolters Kluwer website related to CCH Trust Accounts. It provides links to related search results, discussing topics such as Practice Level Collections, which are useful for managing master pages across clients, and the process of creating Practice Masters. Additionally, it details the capabilities of CCH Trust Accounts in supporting accounting for trusts and other entities while improving efficiency and reporting accuracy.
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