Table of contents

Autoload screen

Last modified
Table of contents

Select Nominal Client Details > Autoload. The following screen is displayed:


The screen has two parts. The top part is for setting up TB Loading Instructions and the second part for selecting them:


  • Multiple sets of Client (or Master) TB Loading Instructions can be set up, but only one set can be selected for use on a client at a time.
  • It is important to remember to Select the TB Loading Instructions. If TB Loading Instructions are set up, but not selected, the trial balances are not passed to the accounts formatter.


Page statistics
300 view(s) and 5 edit(s)
Social share
Share this page?


CCH CGT & Dividend Scheduling




 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |