Table of contents

Managing Clients

Last modified 14:36, 16 Oct 2013
Table of contents

Topics in this Section

Topics
  • Relationship Mapping allows you to specify which associations and addresses are used for data presented in the financial statements. Most users will not need to access this area as it is a one time setup for a practice
  • Once a client has been created in CCH Central, accounting data will need to be created if not already created in Step 6 of the New Client Wizard. If accounting data exists, you may need to create the prior period.
  • Travelling clients allows you to take the CCH Accounts Production and associated CCH Central data for clients out of the office to work on offline.
  • After you have worked on travelled data, the changed data needs to be merged with the office data.
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CCH Accounts Production

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