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CCH Software User Documentation

Applying a theme to a client

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If the theme on a client needs to be changed, the following procedure can be used:

  • Select Maintenance > Accounts > Job themes
  • A list of all clients’ accounting periods is shown.
  • Select an accounting period, by clicking the appropriate row (without clicking the link which opens the client).
  • The right hand column, Theme, is a dropdown. Click it and select the appropriate theme.

Now all accounts produced for that client will use the styles defined in that theme.


  • It is much easier to set a default theme than to set the theme one client at a time.



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