28 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. 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

3. 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 let you.
      However, if you post the receipts as other receipts, rather than BACS receipts, it sometimes accepts it and sometime
      doesn’t. The better alternative, it seems is to use a different date to post the receipts onto CCH.

   3. Also, when transferring receipts from one account to the other in CCH, if they’re the same amount, CCH is not
      Allowing the posting to go through, unless you use a different date.

   This seems to be the result of a recent update as we have had no issues with this prior to a few months ago.

   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… more

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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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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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13. 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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14. 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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    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

15. 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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16. 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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17. 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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18. 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.

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19. 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.

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20. 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.

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