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CCH Software User Documentation

Saved Trial Balances Screen

This screen is automatically populated with any saved trial balances requested in Trust Accounts using the Autoload. These are useful for periodic trial balances, trial balances for a specific beneficiary or even trial balances from other clients.


There are more details about the Autoload later in these Release Notes. However few sets of trust accounts need to use Saved Trial Balances.

 

 

 

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