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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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3 results found

  1. Last WIP added at assignment level

    In smart reports you can run a report that shows the last time WIP was added to a client and the last Fee date, can we get this at assingment level, we use this to do checks that clients to be closed haven't been missed, but would like to do it as an exercise to tidy up the assignments as well

    3 votes
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    0 comments  ·  CCH Reporting  ·  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. Operating leases report due to new regulations

    Could we please have a way of reporting on clients who have operating leases either via a script or report.

    5 votes
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    0 comments  ·  CCH Reporting  ·  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. 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.

    2 votes
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