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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.

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How can we improve CCH Central Suite?

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7 results found

  1. Add more than 240 characters in the 'comments' box on workflows

    Currently, if you add more than 240 characters using the 'comments' option to a workflow progress box, no warning appears.
    If you go into & out of the comments box, the full comment remains.
    However, if you close down the workflow & open it again, any characters beyond 240 are not saved.
    I use this for noting if I have chased the client for records etc & to keep track of progress, but noticed that some of my longer comments were finishing mid-sentence when I went back to them.
    Could we increase the character limit please?

    1 vote
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    0 comments  ·  CCH Workflow  ·  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. In pick list on workflow view don't include inactive workflows in the choice

    When you have the table on one of your views there is a pick list in the bottom right. The list includes all workflows, even those that are inactive.

    Please could those be hidden if there is a tick in the maintenance screen to make them inactive. It would hide unused workflows and previous versions that are not needed.

    3 votes
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    0 comments  ·  CCH Workflow  ·  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

  3. Be able to filter (eg office) on PT Batch update workflow and show the client name

    You can batch update a PT workflow using Maintenance - Central workflow - Personal Tax - Batch update workflow but when you choose the step you want to update/the result you are just shown a list of client codes and you can't tell who the client is and aren't able to filter this by office or any other parameter.

    The Batch assign workflow to Tax Returns option has a filter screen initially and then it shows the client name next to the code. Can we please have the same on the Batch update workflow option? It is impossible to sign…

    3 votes
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    0 comments  ·  CCH Workflow  ·  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. Tax Return Status

    Adding Tax Return Status Field to CCH Workflow

    3 votes
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    0 comments  ·  CCH Workflow  ·  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. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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  6. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  7. Add Workflow Current Step

    Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.

    Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank

    1 vote
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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