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CCH Software User Documentation

Database Parameters

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Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.

Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters. Features that can be set up here include:

  • Whether the Exshare service is in use.
  • The Pricing Range in Days, stating how far to look back for security prices.
  • Whether the certificate movement should be requested in Data Entry if the Certificate Register is in use.
  • Whether the system should automatically calculate the tax credit on dividend and interest entries.

You should review the settings in the Database Parameters screen after each new release of Trust Accounts, to see if any more useful settings are available.

 

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