Editing nominal accounts
Once you have set up your client Chart of Accounts based on selections from the Master Chart of Accounts as shown in Section 1, it is possible to edit the Short and Long descriptions for this client only. This will allow the specified Long description account name to be used in the CCH Accounts Production formatter and the Short Description by default in the Nominal Reports (Trial Balance, Nominal Ledger etc) within CCH Trust Accounts. There is a checkbox available when printing these reports which will show the Long description instead.
To make these changes:
- Select the Nominal Account you wish to amend from the Client Chart and click Edit..
- You can edit the short description, long description and close-off account.
Note: Great care should be used when editing the close-off account as this controls where the balance is transferred to at the year end.
- Click OK when finished.