TMS to itrust Troubleshooting

Transcription

1 TMS to itrust Troubleshooting

2 Contents Trusts not shown on Trust Listing... 3 Can t find Notes... 4 Cannot add new postings to existing Gift Accounts... 5 Can t find Trust Listing Reports... 8 Trust documents, created in TMS, were not migrated Customised document templates were not migrated Users details were not migrated Adding a new user Changing Personal Setup Password New Trust Wizard Error Messages Insufficient security to access this Trust! Session does not exist anymore Billing Messages Administrator level User level System Expired / Read-Only Logins Forgot where to log in Forgot login details Terms of use... 21

3 Trusts not shown on Trust Listing Note: Ensuring all trusts have a recorded Manager, Status, Type, Group and Category will make the filtering system more effective.

4 Can t find Notes General Notes from TMS did not have an author or date, therefore they cannot be included in the new Notes screen. You will find all General notes under Historic. All new notes must be assigned an author and a date.

5 Cannot add new postings to existing Gift Accounts If you find that the Type drop-down is empty when you try to add further gifting to an existing account, there is an error in the account setup. The account needs to be set up as either Gift or Loan. If this information is missing, the system does not know which list of postings to display so the list is blank. You can see on the screenshot below that the account type is missing.

6 To resolve this issue open the account and select Modify Account. Select the type of account.

7 When you go back into the Gifting/Loan account and select Add you will now see the appropriate list of posting options.

8 Can t find Trust Listing Reports Trust Listing Reports are found under All Trusts on the dashboard.

9 Select the criteria for your listing using the options in the green pane. You can open any Trust directly from this screen by double clicking on it. If you need a hard copy of a report, select the small blue arrow in the top right and choose your preferred format Excel, Word, XML or PDF.

10 Trust documents, created in TMS, were not migrated. There are a number of reasons why we are unable to migrate documents that have been previously created in the Trust Management Service (TMS). Each customer saves their documents in a variety of private locations which we are not able to access. They may be saved in specific trust folders or alongside other client documentation. Within this range of private locations, the documents will have been named in any number of ways. It would be incredibly difficult, if not impossible, to create an import routine that could interrogate all of our customers private locations, sort the trust documents from the other client documents and then import them and link them to the correct trust in itrust. The only way CCH would be able to automate this process is if all trust documents were stripped out from their private locations (ie extracted from client folders) and made available to CCH. They would also need to be renamed in such a way that would specifically link them to the correct trust. For most customers, therefore, there will be less work in simply re-linking their existing documents from their existing location, which does not present any issues around privacy and document security. Included in itrust: All trust, people and company data All links and relationships, roles and responsibilities All assets, distributions & revenue All gifting and loans All notes All tasks All managers Customisation, where users have added further o Trust Status o Trust Categories o Trust Groups o Trust Responsibilities o User Defined Fields. Excluded: Entries in Minute Book Individual login (these need to be set up with addresses which were never recorded in TMS) Trust documents (see explanation below) Customisation o Required Fields o Customised document templates o Customised minute templates. Training will be given to set up customised document with the new merge fields.

11 Customised document templates were not migrated The document templates in itrust use an entirely different set of merge fields, meaning that any existing templates will not work. If you require your own customised document templates we can provide training on how to set these up again in itrust.

12 Users details were not migrated All users must be set up in itrust. You must be an Administrator to edit your own and others login details. Go to Setup, then Logins.

13 Adding a new user 1. Type a Login Name. This will be displayed in the top right corner when the user is using the system. 2. Type an address that will be used to log in. 3. Type a password. This can be changed by the user. 4. Manager: If this user works for 1 manager, select the name from the list. If the user works for multiple managers, leave it blank. 5. If you want to integrate with Outlook Calendar tick the box. 6. Days Ahead. This is a default view-setting for your task list. If the user manages a large number of tasks fewer days in view may be preferred. 7. Security Level. This controls access to the database settings. 8. Document Groups. This controls the document list that is shown when the user creates a new trust document. If the user is not a legal professional you may like to exclude legal documents. Select the groups they will use. 9. Trust Groups. This controls access to trusts within your database. Select the trusts that this user can work with.

14 Changing Personal Setup Password You can change your password at any time. Go to Setup, then Personal Setup.

15 New Trust Wizard The New Trust Wizard will take you through a series of screens with help notes as you enter a new trust. This can be helpful for new users. You can change your New Trust Wizard setting at any time. Go to Setup, then Personal Setup. The options are: 1. No, never use the New Trust Wizard. 2. Yes, always use the New Trust Wizard. 3. Display the Selection Dialog (shown below) to decide if the New Trust Wizard is to be used or not.

16 Error Messages Insufficient security to access this Trust! If you get this message you do not have the correct Trust Group setting. 1. Go to Setup, then Logins. 2. Select the login you need to update. 3. Go to Trust Groups. 4. Select the Trust Groups this user should have access to. 5. Save.

17 Session does not exist anymore CCH itrust will automatically end a session after 30 minutes of inactivity. This is a security feature. If you find your sessions are ending unexpectedly or after less than 30 minutes of inactivity, this might be caused by your firewall/security settings. Please contact your IT support.

18 Billing Messages Administrator level Once you have reached the number of trusts in your current licensing agreement you will receive a message to confirm billing for any further trusts you add. If you select Yes an invoice will be raised. User level If you are not set up as a system administrator in itrust you do not have permission to agree to further invoicing. Please contact someone in your firm who is a system administrator.

19 System Expired / Read-Only CCH itrust has an expiry date in line with your licensing agreement. If the annual licence is not renewed or paid, the system will allow Read-Only access. Please contact your CCH Account Manager.

20 Logins Forgot where to log in Live database: Test database, ahead of migration: Forgot login details Logins are always set up with your normal address. Request an if you have forgotten your password. If you have not been set up yet please contact your system administrator.

21 Terms of use A link to the terms of use can be found on the login page. All new users will be asked to accept the terms of use the first time they access the system.