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CCH Software User Documentation

CCH Trust Accounts: Multi-Currency Training

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Overview

This single online session provides delegates an in-depth understanding of CCH Trust Accounts, focusing on the multi-currency aspects of the software. 
It helps users to understand the different ways of implementing the multi-currency features in CCH Trust Accounts, highlighting the method that best meets their needs. 
Because each user has a different multi-currency requirement this course is delivered on a bespoke basis.

Key Objectives

  • To ensure that all delegates have a complete understanding of the how to use the CCH Trust Accounts software and deal with the multi-currency features
  • To ensure that all delegates can enter multi-currency postings on the software
  • To ensure that all delegates understand the theory of multi-currency as it applies to trust accounts
  • To ensure that all delegates are aware of each area in the software that is affected by multi-currency
  • To ensure that all delegates can produce a set of reports in a multi-currency environment.

Course Contents

  • Setting up multi-currency ledgers
  • Practical examples of multi-currency postings in CCH Trust Accounts
  • Theory of multi-currency as it applies to trust accounts
  • Practical examples to demonstrate each area of the software that is affected by multi-currency
  • Producing reports in a multi-currency environment

Pre-requisites

Attendees should adhere to the Training session Guidelines.

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

All attendees should have a good understanding of CCH Central.

All attendees should have a good understanding of multi-currency theory.

Who is this course designed for?

This training is suitable for new users of CCH Trust Accounts / CCH Accounts Production who will be entering data and producing reports using CCH Trust Accounts in a multi-currency environment. 

This course is intended for anyone entering data or producing reports using CCH Trust Accounts in a multi-currency environment. 

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