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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
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| CCH Central Suite |

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22 results found

  1. ability to see multiple Extra details on the client search screen where "allow multiple" has been selected for the extra field

    It would be great to be able to choose extra fields with "multiple" options on the client search screen. They could be displayed as "optionA, optionB, optionC" for example (with character limits if required).

    2 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. Option to turn off duplication of receipt number check

    Would it be possible to have the option to turn off the duplication of receipt number check when uploading cash transactions or making transfers ? Our team are currently experiencing the below issue:

    1. When posting, using the CSV spreadsheet to CCH, any 2 receipts with similar references and similar amount
      Gets confused by CCH and will only post one of the receipts and then come up with an error message of
      Duplicate posting.

    2. If you then try to post the other receipts separately, with the same reference, it won’t let you. Even when you
      Alter the reference slightly it won’t…

    12 votes
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    2 comments  ·  CCH Central  ·  Admin →
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    Started  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your idea submission has been started


    We’re pleased to inform you that, following a thorough review and proposal, work on implementing your idea has started.


    We’re excited to implement your feedback and will keep you updated as progress continues.


    Thank you again for your valuable input!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. convert clients to contacts regardless of assignments

    To convert a client to a contact instead of getting error "unable to do so because of assignments".
    We still need to AML directors/shareholders of limited companies, who no longer have self assessment or wish to do their tax return themselves. Currently have to close the client and then create as a contact.

    2 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  4. Add Additional Employees on Tasks

    We would like the ability to assign a Task to more than 1 employee. Currently only 1 employee can be assigned a task but can we have the possibility to add more than 1 person?

    2 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  5. exclude closed clients on smart reports

    Enable smart reports to exclude closed clients

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  6. Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint

    Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution

    13 votes
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    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
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  7. Extra fields for contacts (like clients) and jobs (like workflow)

    Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
    - Contacts (find contact screen) like we have for clients
    - Jobs (job management) like we have for workflows

    3 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  8. Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central

    Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.

    This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.

    8 votes
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    1 comment  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  9. Extra Field Groups in Database Fields

    When you create a template in CCH which has database fields you are also able to see extra fields in this list.
    If you put your extra fields in groups they no longer appear.
    We would like all extra fields in all groups to be added to the database field drop down

    4 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  10. A report that shows Employees Task Permission

    We would like to have a report where it shows all Employees and what Security Group they fall under

    4 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  11. Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  12. Email encryption

    Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.

    1 vote
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  13. Assignment Frequency & Algorithm

    Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.

    3 votes
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  14. Partnership - Contacts - Employee

    Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.

    1 vote
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  15. Add inactive option to internal partner list to remove ex-partners

    Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.

    5 votes
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  16. Hi i was just wondering when ITS 52600 is likely to be fixed?

    1 vote
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  17. No exception report when deleting job

    When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.

    8 votes
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  18. ITS 51077 MergeField not picking up values

    The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.

    1 vote
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  19. Workflow homepage filters to be automatically added to colleagues' homepages

    If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.

    2 votes
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    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
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  20. Ability to add custom algorithms or Ability to overtype standard job names

    As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff

    3 votes
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