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CCH Software User Documentation

Autoload screen

Select Nominal Client Details > Autoload. The following screen is displayed:

Autoload.jpg

The screen has two parts. The top part is for setting up TB Loading Instructions and the second part for selecting them:

Notes

  • Multiple sets of Client (or Master) TB Loading Instructions can be set up, but only one set can be selected for use on a client at a time.
  • It is important to remember to Select the TB Loading Instructions. If TB Loading Instructions are set up, but not selected, the trial balances are not passed to the accounts formatter.

 

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