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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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4 results found

  1. Capital Asset Information

    Currently there is no area to add details of assets unless you are dealing with the disposal - shares, property, etc.

    Often clients will give you acquisition details for an asset such as the date of acquisition, purchase cost, incidental costs, enhancement expenditure for property, and it would be really useful to be able to store this directly in CCH.

    Our old software had this feature and therefore has a lot of this data stored in it, which we are unable to transfer to CCH.

    1 vote
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    0 comments  ·  CCH CGT & Dividends  ·  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. Adding Cash residue when starting a new portfolio.

    When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta

    6 votes
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    Under review  ·  1 comment  ·  CCH CGT & Dividends  ·  Admin →
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  3. To imporve the current method of duplicated transactions being identified and rejected.

    The current software only looks at the date and the SEDOL number for the share transaction. This means that even though transactions may happen on the same day, they can have a different number of shares sold/purchased or purchase/selling cost but will still show up as being duplicated and be rejected from the import. This means day trading portfolios have lots of 'duplicate' transactions which have to be input manually.

    Alternatively a way in which the duplicate transactions that are flagged when imported can be authorised to be over ridden to allow the user to import them.

    9 votes
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    Under review  ·  0 comments  ·  CCH CGT & Dividends  ·  Admin →
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  4. 30-day matching

    Certain entities, such as offshore trusts, do not use the 30-day matching rule. It would be good to select to turn this off on certain dividend and CGT lists.

    4 votes
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    Under review  ·  0 comments  ·  CCH CGT & Dividends  ·  Admin →
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