CCH Trust Accounts: Configuration and Conversion Consultancy

Overview

This consultancy ison the preparation of CCH Accounts Production/CCH Central for the migration of the CCH Trust Accounts clients data and formats.

The course covers the data migration process.

Once you have attended this course you will have all of the skills necessary to carry out the data migrations.

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

Key Objectives

To configure your CCH Central database for the data conversion process
To set up the link between CCH Central and CCH Trust Accounts in preparation for the data conversion
To set the link at the client level
To identify any additional set-up required in CCH Central and CCH Trust Accounts
To convert identified existing clients from Viztopia Accounts Production to CCH Accounts Production
To understand the interactions between CCH Central, CCH Trust Accounts and CCH Accounts Production for your trust accounts preparation

Course Contents

Session one - System Management

Session two - Data migration

Introductions

Identifying client types and clients to be converted

CCH Central - review/additional settings

Settings within CCH Central for:
- configuration keys
- preferences
- permissions
Identifying existing and setting up new clients and contacts

CCH Trust Accounts - review/additional of settings

Checking user settings / creating new users
Setting the Database Parameters
Linking CCH Trust Accounts to CCH Central
Linking a client to CCH Central

Data housekeeping prior to conversion

Next steps for session two

Questions arising from session one

Conversion

Running the data conversion for the clients identified
Reviewing the data
note: local formats will need to be removed
Identification of format changes required for future

Help and Support

Next steps for CCH Accounts Production formatter training

Pre-requisites

Attendees should adhere to the Consultancy session Guidelines.

All users should have a good understanding of trust accounting.

IMPORTANT: It is vital that Viztopia Accounts Production (VAP), CCH Trust Accounts and CCH Central should be on the latest versions.

Who is this course designed for?

CCH Trust Accounts users who would like to start preparation for the migration of the client data from CCH Viztopia to CCH Accounts Production in CCH Central.

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