31 results found

1. Tax Return : Contact Records (Maintenance)

   In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).

   Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information

   Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and to be able to delete where appropriate.

   In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).

   Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information

   Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and… more

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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

2. Bulk update of rate used on assignments

   We have an assignment which staff use record their long distance travel time. We need to set the rate on the assignment - which has been already been allocated to over 1,000 clients - to a specific rate which every employee has on their account.

   It would be useful if there was a way of doing this via bulk update or something similar

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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

3. Change to Procedure Central.dbo.GN_RetrieveTeamEmploy

   When searching for owners in the Responsibility tab, it is currently not possible to enter a combined first and last name.

   Could you please update the stored procedure responsible for returning these results to support combined name searches? For reference, I’ve included a snippet of the SQL procedure currently in use, along with two additional lines that illustrate how I would approach filtering results to support this functionality as if I was the change owner.

   Let me know if you need further clarification or a full example.

   PROCEDURE [dbo].[GN_RetrieveTeamEmploy]

   ---

   Where
     (@CompanyId = 0 OR Stationed.CompanyId = @CompanyId)
     and (@OfficeId = 0 OR Stationed.OfficeId = @OfficeId)
     and (@DeptId = 0 Or Stationed.DepartmentId = @DeptId)
     and (@CentreId = 0 Or Stationed.CentreId = @CentreId)
     and (Employee.Inactive = 0 or Employee.Inactive Is Null or @IncludeDisableTimesheet=1)
     and (Employee.DisabledEmployee = 0 or Employee.DisabledEmployee Is Null or @IncludeDisableLogin=1)
     and (Employee.EmployeeId Not In (5,6,7))
     and ( (Contact.LName LIKE @SearchText + '%')
     Or (Contact.FName Like @SearchText + '%')
     Or (Contact.FName+' '+Contact.LName Like @SearchText + '%') -- New Line - check first + last
     Or (Contact.LName+' '+Contact.FName Like @SearchText + '%') -- New Line - check last + first
     Or (Employee.EmployeeCode Like @SearchText + '%'))
     and Employee.EmployeeId Not In.....
   THERE IS MORE CODE AFTER THIS

   When searching for owners in the Responsibility tab, it is currently not possible to enter a combined first and last name.

   Could you please update the stored procedure responsible for returning these results to support combined name searches? For reference, I’ve included a snippet of the SQL procedure currently in use, along with two additional lines that illustrate how I would approach filtering results to support this functionality as if I was the change owner.

   Let me know if you need further clarification or a full example.

   PROCEDURE [dbo].[GN_RetrieveTeamEmploy]

   ---

   Where
     (@CompanyId = 0 OR Stationed.CompanyId = @CompanyId)
     and… more

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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. 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).

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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. Generate a report that includes billing description on invoice

   We are trying to run a report that will include the invoice description on our bills

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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. Task permission to restrict access to the Contact - Tax-related codes tab to prevent inadvertent changes to bank sort codes.

   Task permission to restrict access to the Contact > Tax-related codes tab to prevent inadvertent changes to bank sort codes.

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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

7. Estimate to Complete - Report

   Could we have a way to report or see all estimate to completes sat against assignments

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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

8. Mandatory Field Settings : Client vs Contact Record

   When setting up Extra Fields for a client or contact, we have the ability to mark them as mandatory. However, the application of the mandatory status is applicable to the entire field and not whether it is a Client or a Contact field. For example, you may want an "industry type" as mandatory for a client, but not for a contact however, you'd still want to capture that information in both types of records. At the moment you create the extra field and make it applicable by ticking client and / or contact and then you tick the Mandatory tick box for the field. It would be really useful to have the option to make it mandatory (or not) for either/or a Client or Contact record. Thank you for your consideration.

   When setting up Extra Fields for a client or contact, we have the ability to mark them as mandatory. However, the application of the mandatory status is applicable to the entire field and not whether it is a Client or a Contact field. For example, you may want an "industry type" as mandatory for a client, but not for a contact however, you'd still want to capture that information in both types of records. At the moment you create the extra field and make it applicable by ticking client and / or contact and then you tick the Mandatory tick… more

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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

9. extend the character limit for the name of a company

   The character limit for a company name on Companies House is 160 characters (inc spaces), however on CCH we can only enter 60 characters. Please can the limited on central be increased?

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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

10. USER GUIDES

    As a new user to CCH but nevertheless an experienced use of accounts and tax production software I expect to have to refer to user guides to learn how the process works in this application.

    I could apply this following request to any of the modules.

    Most of the CCH user guides I have read appear to be written by programmers for their fellow programmers and lack the clarity for a user in a real live environment.

    My request is that all user guides should contain screenshot images of the processes to be used and followed as this will help ensure that the author has indeed followed the necessary steps they outline and thus avoid describing steps that either do not exist or are not possible.

    The author should also sign off on the document to say they have tested the processes they have described and confirm they work.

    Let’s leave CCH to address why this isn’t standard practice already.

    As a new user to CCH but nevertheless an experienced use of accounts and tax production software I expect to have to refer to user guides to learn how the process works in this application.

    I could apply this following request to any of the modules.

    Most of the CCH user guides I have read appear to be written by programmers for their fellow programmers and lack the clarity for a user in a real live environment.

    My request is that all user guides should contain screenshot images of the processes to be used and followed as this will help… more

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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

11. The ability to view wip beiong rolled forward on the bills to approve page

    To have the ability to see what WIP is being rolled forward on a bill once it is submitted, you can currently see the Bill amount and write off amount but there is no way of seeing what a manager is rolling forward. thsi doesn't give a clear picture to those authorising.

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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

12. exclude closed clients on smart reports

    Enable smart reports to exclude closed clients

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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

13. 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.

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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

14. 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?

    •  

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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

15. 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

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16. 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

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17. 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.

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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. 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

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19. 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

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20. 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

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