CCH Trust Accounts: Practice Formats consultancy

Overview

This course will include assistance in writing the format changes for the practice rather than training.
The consultant will work with the participants to understand , advise on and oversee the required format changes with the aim of providing sufficient knowledge to complete the any remaining formats and future changes.

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

Key Objectives

To use the Format Designer for CCH Trust Accounts
To create Practice Masters, using a Practice version of the trust master pack and changing the master accounts pages in the Practice version
To apply the format changes to a test client. This will include the new master pack being applied to each client and then publishing the master pack

Course Contents

Session one	Session two
Reviewing and understanding the practice format requirements Overview of Format Designer Creating new formats using the Format Designer Using the Statutory Database to provide client specific content Working with Collections Using notes and cross referencing	Continuing from session one to create new practice formats using the Format Designer Adding practice formats at a master level Adding practice specific paragraphs at a master level Applying Styles and Themes if required Testing the new practice version of the master pack Publishing the practice master pack

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 Trusts Accounts.

All attendees should have a good understanding of trust accounting.

All attendees should have a good understanding of spreadsheet type formulae.

Who is this course designed for?

CCH Users working with Trust accounts.

Note: if more time is required, there is an option to take additional consultancy time with 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