CCH Trust Accounts: CCH Accounts Production Formatter Training

Overview

This course provides training on the previewing and printing of the standard formats for the trust accounts, including how to create, edit and maintain the formats.

Course Duration: This course consists of two onsite or online sessions. Each session will last up to 3 hours.

Key Objectives

For delegates to:

be able use the CCH Accounts Production Formatter for jobs coming from CCH Trust Accounts
have an understanding of the concepts of how CCH Central interacts with CCH Accounts Production
understand how master packs function in CCH Accounts Production
gain from efficiencies of using master formats and paragraphs within CCH Accounts Production
be able to navigate and use CCH Accounts Production to produce their trust accounts

Course Contents

Session one

Session two

Introductions

CCH Central

overview
navigation
Accounts Production homepage set-up and filtering

CCH Accounts Production

Accessing the client within CCH Accounts Production from CCH Trust Accounts
Overview of standard pages (formats) available within a client
Collection - settings
Pages within a collection
Formula used within formats (pages)
Page set-up
Print conditions
Links and navigation to source data, from
- Central
- Statutory database
- Trust accounts
Basic format changes

Next steps for session two

Questions arising from session one

Master packs
- creation
- difference analyser
- publishing
Reasons for editing a master pack
- Themes and job themes
- Master changes
Format designer
- Settings
- Collections
- pages (formats) within a collection
- Adding / removing a format
Investment Schedule profiles
Q&A from session
Support Portal, help and support

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

All attendees should have a good understanding of CCH Trust Accounts.

Who is this course designed for?

Accounts Production champions, advanced users or users who have permission to amend formats within CCH Accounts Production or users who wish to understand formulae used within the CCH Accounts Production formats.
New and existing users of CCH Trust Accounts, using the CCH Accounts Production formatter to produce their trust accounts and edit them in accordance with the needs of the trust.

Note: Assistance with in-depth format writing we recommend taking additional consultancy CCH Trust Accounts: Practice Formats and CCH Trust Accounts: Formatting (Practice Formats).

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from