111 results found
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Xero. We would like an integration between Xero and the CCH WIP system.
We have a Xero invoicing / book keeping system. We would like an integration between Xero and the CCH WIP system. We currently have to raise invoices twice, once on CCH to pick up the WIP and then again on Xero. Same with payments in, we allocate on Xero, then duplicate to allocate on CCH. It would be an incredibly useful feature and would save a lot of time. It would also be an attractive feature to new customers of CCH.
1 voteYour idea submission has been started
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Product Development
Wolters Kluwer UK TAA
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Credit Control
I would find it very beneficial to have a debtors balance on the client search home screen.
to ad with finding a balance for companies at a glance and not have to open the company.14 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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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 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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When will CCH Corporation Tax acknowledge the existence of the Corporate Interest Restriction
The Corporate Interest Restriction has been part of the UK Corporation Tax System since 2017. The legislation is complex and the effects need to be tracked across groups and over the course of years. Yet, CCH Corporation Tax doesn't appear to even acknowledge its existence? How can this product claim to be any sort of appropriate package for preparing corporation tax returns if it does not even include boxes to enter the CIR adjustments?
6 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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SA109 and SA107 reporting urgent requirement
In CCH Central/Reporting, please add urgently the ability to report on whether pages SA109 and/or SA107 have been completed. This is required in connection with identifying which clients are deferred for MTD IT and will be required this year and for the next 2 tax years at least. See https://www.gov.uk/guidance/find-out-if-you-can-get-an-exemption-from-making-tax-digital-for-income-tax
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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MTD SQL Report Enhancement Requirement for April 26
We have used your MTD SQL query from your feed details: https://help.wolterskluwer.co.uk/Customers/s/article/CCH-Personal-MTD-for-IT-new-report.
However the excel output being produced to identify MTD cases may not be complete as if your clients had a new source in 2024/25 and that didn't exceed the £50k limit, HMRC guidance suggests the following: If the sole trade or property income you declare on your tax return relates to a new source of income which started in the year, the figure reported will need to be adjusted in order to compare 12 months’ worth of income against the MTD mandation threshold.
For instance, if you…1 voteThank you for submitting your idea to us!
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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.
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Product Development
Wolters Kluwer UK TAA
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Raising Bulk Bills
On the bulk invoicing wizard we sometimes require options whereby we may generate an invoice on an estimate basis and have the option to add a miscellaneous charge to the same invoice. VAT would be applicable on to the estimate charge but not the miscellaneous charge.
At present the bulk invoicing wizard does not have the option of writing off amounts. In summary, it would be great if the options we need on the bulk invoicing wizard should mirror the options we have available when generating individual invoices.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Repeat billing automatically allocates WIP to the next open job in the job schedule
Repeat billing automatically allocates WIP to the next open job in the job schedule - please see case number 08881244. Currently when a bill is repeated it is allocated against the previous job (that the original bill was raised against) that has since been closed, rather than the current open job.
2 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Home Page - ‘Posted WIP items’
Home Page - ‘Posted WIP items’
Please can Homepage be rectified so that homepage ‘Posted WIP items’ displays past 6 months as it was before.Homepage is currently only showing in ‘posted WIP items’ 4 months ie Aug25 to Nov25 (where is Dec25, Jan26?) so if the system is only supposed to display past 6 months records (as per in case number 08873824 solution notes) I would expect this to be Aug25 to Jan26. (see attached for details)
UserVoice this request as advised in (ref case 08873824).
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Set budgets in minutes rather than whole hours
It would be useful for us to customise the "hours" box in a job to be a part of an hour rather than just whole numbers.
We would like to be able to set budgets in minutes or decimal points of an hour for some jobs1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Use the correct user record when using auto submission on a PT workflow
When you use the auto submit functionality it uses the workflow creator user record to submit the return to HMRC and not the person moving it to that step. (That user name also shows on the tax return status within the return as having submitted the return). This is misleading and causes auto submission failure where the user has left and security permissions removed or permissions were removed/not held.
1 voteThank you for submitting your idea to us!
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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
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Billing Explanation
It would be useful if we could edit a billing explanation after the bill has been posted, in case of a typo or other error.
1 voteThank you for submitting your idea to us!
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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
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Bulk Create Employee Timesheets
It would be very useful to be able to bulk create employee timesheets so that at the end of a week or month when you know individuals haven't done their timesheets, you can bulk create those that are missing, rather than having to go into each employee and create separately.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Losses, CAs, etc should roll forward automatically when an amendment is made in prior year
We amended 2023 and that changed the loss c/f and the capital allowances c/f position.
I expected CCH to automatically update 2024 with the new b/f figures but it didn't and there is no way to force it to do so. Manual override is required.
Request: that CCH be updated to allow changed c/f figures to automatically update in the following year. Other software has done this for decades.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Ability to alter the default Delivery Option in Defaults
When a new client is created in our system, the value assigned to the delivery options in the Defaults tab is always post and this has to be manually changed after the creation of the client.
We've been asked to make Email the default when a client is created instead of post but I've been told this is not a setting we are able to change from Post at present.
1 voteThank 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
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Reporting on basis period transition
We have been unable to find a way to extract a list of clients who have an entry in boxes 16.1 or 73.1 on their returns - relating to profit/loss on the transition part of the basis period, for partnerships and sole traders respectively.
I raised the case with support, who advised me to bring it up here as there's no way to report on that in the system. I have also been unable to find these entries in the database, so if there is an easy enough way to extract this information using SQL Server, please just let me…
1 voteThank 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
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Bulk update of rate used on assignments
We have an assignment which staff use record their long distance travel time. We need to set the rate on the assignment - which has been already been allocated to over 1,000 clients - to a specific rate which every employee has on their account.
It would be useful if there was a way of doing this via bulk update or something similar
2 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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?2 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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We would like to see that partner and assignment manager also gets synced to Cosec
We would like to see partner and assignment manager also gets synced to cosec, otherwise over time when people have reassigned managers or partners these have not synced through
Please can these fields be synced to Cosec/Central Sync1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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SBA - date of eligibility for allowances
SBA
Frequently we find we have additions on which we don't claim SBA because they are not yet in use. However, a date is required so an estimate is used. Once the year has been rolled forward this date cannot be changed to the correct one.
Could this date be amendable in future years?4 votesThank you for submitting your idea to us!
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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
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