CCH Trust Accounts
Autoload
The document discusses a system feature that allows users to automatically run and save trial balances for different accounts, accommodating various accounting needs like periodic accounts and consolidations for estate accounts. It details the Autoload feature, which enables users to set TB Loading Instructions for accessing specific periods, including portfolio valuations, and referencing different clients' trial balances. Users can configure multiple sets of instructions, but only one can be active at a time. It also mentions the creation of Master TB Loading Instructions for clients with shared accounting periods.