Collections
The ability to add a new Collection at the master level is only available for CCH Trust Accounts formats, which sit within CCH Accounts Production.
Collections may only created at the Master level when using Trust Accounts.
Navigate to: File > Maintenance > Accounts > Collection
To create a collection at the master level for the Entity UK Trust or UK Probate
- Select the Entity and Master Pack, the master pack will be in a draft state (unpublished). If you need to create a master pack go to File > Maintenance > Accounts > Master Pack
- Click within the input row where indicated "Click here to add a new Collection".
- Give the new Collection you are creating a name and then ensure the row drops below the input row.
- A newly created Collection may be deleted by highlighting the row and pressing the delete key on your keyboard.
