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CCH Software User Documentation

Chart Categories

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Chart categories for each entity

Chart Categories

File > Maintenance > Accounts > Chart Categories

This screen list the chart categories set up within CCH Accounts Production for each Entity and Chart.  It is possible with a draft master pack open to add/amend but this should only be carried out by an advanced user as it will affect every category of a chart within an entity.  We find this area is not usually changed.

To add/edit:

  • Select the entity, unpublished master pack and chart.
  • In the Description field type the name of the first category e.g. Turnover section, repeat as necessary.

Extract of Chart Category screen:

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