September 2016
Welcome to the first CCH iTrust Tip of the Month designed to help you get the best out of the operation of the iTrust cloud based software.
Quickly and easily export your data to Excel, Word or PDF
Did you know you can export any listing or information using the small blue arrow at the top right of the screen?
Get the right information in your Trust Summary Report
Did you know that you can choose to include or exclude information from the Trust Summary Report? For example, if you were creating this report for your client you may choose to exclude all of those notes and tasks you have marked as 'Firm Only'.
Did you know you can set any of the fields in a Trust, Person or Company to be mandatory?
Improve the quality of your data capture by ensuring all users are consistently capturing the right information.
Go to Setup, then Require Trust Data, Person Data or Company Data and select the required fields.
CCH iTrust developments and update
- Interface between iTrust and iFirm — final testing is underway and we anticipate this feature will be released shortly
- Online Signatures — our partnership with Docusign, one of the most widely used online signature providers will offer a quick, easy and cost effective way of getting all your trusts documents signed.
- Companies — due for release in 2017, we are working with the new NZBN API to create a full companies administration package featuring integration with our extensive companies content including procedures and guidance, minutes and resolutions, notices, certificates, forms, letters and much more.