CCH Trust Accounts: Trust Estates (Probate) Accounts Training

Overview

This is usually a show and tell single session providing training in the preparation of the probate accounts in CCH Trust Accounts/ CCH Central / CCH Accounts Production.

Key Objectives

To ensure that all delegates have an understanding of the how to set up and use the CCH Trust Accounts software to deal with probate cases
To ensure that all delegates are able to enter transactions in the software relating to probate cases
To ensure that all delegates are able to produce a set of detailed probate accounts

Course Contents

Introductions
Overview of relationships between CCH Central, CCH Trust Accounts and CCH Accounts Production
Within CCH Trust Accounts amending common file details, if required.
Setting up a new probate client in CCH Central / CCH Trust Accounts
Idenifiying periods in CCH Trust accounts using the Autoload function
Creating and editing nominal account codes
Entering journals and other data
Editing entries
Output of accounts into CCH Accounts Production
Entering information in the Statutory database in CCH Accounts Production
Previewing and saving the accounts
Customer community / online resources
Summary of session

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 accounting for Estates (probates).

All attendees should have completed the Data Entry and CCH Accounts Production Formatter training.

Who is this course designed for?

CCH Trust Accounts users who will be preparing Estate (probate) accounts.

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