Topic results Nominal Client

CCH Trust Accounts
Linking addresses to clients and contacts
The document provides a detailed guide on managing addresses in CCH Trust Accounts using CCH Central. It outlines steps for adding, editing, or linking addresses for both trusts and their contacts (such as solicitors or bankers). Users can toggle between grid and card views to input address information, set primary addresses, and manage address types. It also explains how to link existing addresses as new types, ensuring proper maintenance of client and contact records for effective trust management.
More information
CCH Trust Accounts
Linking associations to clients
This document provides instructions on managing associations within the CCH Central client screen, specifically through the Associated tab. It details the process for linking Settlor, Beneficiary, and Trustee associations, as well as other contacts, using the Associate feature. Users can select inverted relationships and search for contacts to finalize associations. Additionally, it emphasizes the importance of using start and end dates for associations and addresses, advising against deletion and recommending the entry of an end date for obsolete records.
More information
CCH Trust Accounts
How to set up a new contact in CCH Central
The document provides instructions for creating contacts in CCH Central, necessary for linking trustees, beneficiaries, accountants, solicitors, and other relevant parties to clients. It includes a step-by-step guide to adding a new contact through the Add New Contact Wizard, specifying how to choose the correct contact type and fill in required details. A key note emphasizes that each contact should only be set up once but can be associated multiple times with different clients. For further details, a link to additional resources is provided.
More information
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.
More information
CCH Trust Accounts
Default accounts in Nominal Client details screen
This document outlines how to set up default nominal account codes for Rounding, the Logged-in account, and the Profit account within a client menu interface. Users can access these settings by selecting the Account button or by choosing Nominal Account Details and clicking on the Nominals button. It includes visual aids and provides descriptions of the functions of each nominal account: Rounding for handling differences, Logged-in for the default account code, and Profit for posting profits and losses.
More information
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.
More information