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CCH Software User Documentation

Autoload screen

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Nominal Client Details > Autoload. This is used for setting up TB Loading Instructions and for selecting them.

Select Nominal Client Details > Autoload. The following screen is displayed:


The screen has two parts. The top part is for setting up TB Loading Instructions and the second part for selecting them:


  • Multiple sets of Client (or Master) TB Loading Instructions can be set up, but only one set can be selected for use on a client at a time.
  • It is important to remember to Select the TB Loading Instructions. If TB Loading Instructions are set up, but not selected, the trial balances are not passed to the accounts formatter.


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