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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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5 results found

  1. Add in the Personal Tax - Other Income as a reportable field for MTD Reports

    We have been comparing figures from Acs Production against the existing MTD reports and the Other Income figure under TXOTHBUSINC is not reportable within the Personal Tax options within Reporting. It would be very useful to have this added. Thanks

    8 votes
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    0 comments  ·  CCH Reporting  ·  Admin →
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  2. Tidy up smart reports/reporting

    Currently there are lots of reports in Smart reports/Reporting tab some of which are useful, some of which are pointless and unsuable for any meaningful information unless heavily edited. I can hardly ever get the information I need easily or at the click of a button.

    When creating reports some fields are unreportable on, for example employee charge out rates, you can only report on them from a WIP perspective, not just pull a report to see whos rate is what. We should be able to report on every field in some way or another.

    I personally can't see the…

    13 votes
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    Acknowledged  ·  0 comments  ·  CCH Reporting  ·  Admin →
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  3. When entering dates you can't enter the 31 as a day without changing the month first

    Eg in february i can not enter the date 31/01/2020 without having to enter the month first as it wont let me go past the 28/02/21 due the fields starting with todays date. This runs throughout central.

    17 votes
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    1 comment  ·  CCH Reporting  ·  Admin →
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  4. Reporting - Workflows

    Unable to create new reports in the Workflow section of reporting. When selecting to save a report the drop down list of sections end at Practice Management - and doesn't include Workflow.

    Please correct this so that users can create their own reports in this section.

    9 votes
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    0 comments  ·  CCH Reporting  ·  Admin →
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  5. Associated contact details of open clients

    Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.

    4 votes
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