CCH Accounts Production is a free-of-charge replacement for the Viztopia formatter. However some training is required to use it, and this is not free. An order needs to be placed to use the new formatter and your Account Manager can provide further details.
After ordering, the Central software will need to be installed or updated. What is installed depends on what Central software the practice was previously using:
|Central software previously in use||What is installed|
|No Central applications||The installation needs to install the Central programs, a SQL Server database called Central and a SQL Server database called Document for the accounts pages.|
|Some Central applications, but not CCH Accounts Production or CCH Document Management.||In this case, the Central software is updated and the Document database is installed.|
|Some Central applications, including CCH Accounts Production or CCH Document Management.||In this case only the Central software needs to be updated.|
It is important to be aware if databases are installed as these need to be backed up going forwards.
Once the software has been installed, licensing for Trust Accounts’ link to Accounts Formatting is shown on the Help > About > Licensing screen in Central. The option is called Central\Trust Accounts AP Link as highlighted below. Some users will also be licensed for CCH Accounts Production itself, but it is not required for the link. Users with the Trust Accounts AP Link are able to use CCH Accounts Production for producing the accounts, but data entry, investments, CGT etc. all remain in Trust Accounts.
There is no licensing required for the link within Trust Accounts.