143 results found
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Assignment Frequency & Algorithm
We have payroll assignments, most are Monthly or Weekly and we can set the "week/Month ending" by the Job start and target dates for recurring tasks. However we are now getting clients that want 4-Weekly cycle instead of full Monthly. We have been advised by support that we cannot set an assignment up for that recurring frequency/algorithm. They suggested that I submitted to the Development Team which I assume they meant User Voice?
4 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Fee note output is currently defaulting .doc which is alegacy format that was replaced in 2007. Microsoft's own baseline security recommends
Fee note output is currently defaulting to .doc which is a legacy format that was replaced in 2007. Microsoft's own baseline security recommends blocking these older formats.
currently, the fee note conversion process reverts any template version to output as a .doc. e.g. if your template is .dotx or .docx it still outputs in .doc and this cannot be changed.
Please can we get this updated so that the default output for Fee notes is in a supported format (.docx) Thank You
6 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Allow the time task code to be set by default on assignments with completed jobs
At the moment, the time task code column in timesheets is automatically filled with a default value if the assignment either has an open job or has never had a job.
In the event that assignment has had jobs in the past but they are all currently completed, it does not automatically fill that time task code column with a default value.
I think it should autofill with the time task code set in the timesheet settings. It is confusing from an employee perspective that they can select one assignment and it autofills that column and allows them to comment…
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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receipt import
The receipts import ignores the invoice number and allocates each receipt using the first in, first out method, against the oldest open invoice. Clients often pay a specific invoice, so we reverse and reallocate by hand. This wastes time and causes errors on the debtor ledger and client statements.
Suggested logic:
Invoice number provided: allocate against that invoice.
No invoice number, one open invoice on the ledger matches the amount: allocate against that invoice.
No invoice number, more than one open invoice on the ledger for the same amount: allocate against the oldest of them, using the first in, first…1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Reports of Account client incase of drop off
It would be useful to download a report for Account production clients with the filing deadline date. We had a situation where a client dropped off the workflow list and there was no audit trail of who clicked the end workflow button. It was also discovered that the 2 years of Accounts were started on the workflow but no trail of who started them. It would be useful for a report so we can have our own control.
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Remove 1 year default display date on WIP enquiry screen
The newly introduced default display of only 1 year's worth of WIP on the Client Assignment Enquiry screen gives a false impression of the total WIP for the client. This is cumbersome and can lead to losses as it is no longer possible to quickly assess the client's WIP without manually changing the display default in each instance.
9 votesYour submission is now under review
Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.
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Best regards
Product Development
Wolters Kluwer UK TAA
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Ability to set payment terms at assignment level or by billing company
We need to be able to have different payment terms for different assignments, rather than just set the terms at client level it would be better to set them per assignment or per billing company.
The terms should change depending on which template is used, or bring it in to the billing wizard, similar to "tax rate".2 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Enable Bulk Updates of the Status Field in the Tax Return
Currently we act for c1000 client's whose information is requested via 1 email to their main Deputy. In order for the status field to read correctly and not "rolled over" we need to manually change the status to "Info request sent to client". This is time consuming but not doing it doesn't give us a true reflection of the status of our Tax Returns.
Therefore would it be possible to be able to bulk upload the status of the Tax Return.
2 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Bring in signatory information to independent examiner's report within the charity accounts
Allow for this to be populated from a Statutory Database field and bring into the Charity masterpack. Currently, per Support, it is only possible to add in the signatory to that area by localising the page.
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Office selector in timesheets
It would be great to have an office selector drop down or other, to allow users to filter clients that come up in their timesheets.
Currently when you search for a client code or name, you see the entire organisation's clients, so if we could make it an optional restriction where the user can select an office on their timesheet, meaning they only see the ones on their office, that would be really helpful in making the search function quicker, but also would stop mis postings.1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Allow Bulk update of Trustees/Personal Representatives
Add the ability to bulk update areas of the cch system such as Personal/Trustee representatives via the bulk update tool.
We have recently changed office location/postal address and require to update this area of the system in circa 6500 Trusts, this will take a significant length of time and resource, there is also the danger of manual entry risk.
The ability to bulk update this area of the system and apply to all applicable Trusts would be a great benefit.3 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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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.
2 votesYour idea submission has been started
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Bulk Update Assignment Office and Department
We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually
6 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Trial Balance Upgrade
I believe that it should be far simpler to view the transactions for a nominal code in the prior year on Accounts Production by implementing a hyperlink function. Instead of having to exit the accounting period which you are currently looking at, enter the PY and remember the information, this solution would make analysis far more practical.
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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FRS105 Warning to Companies House
I understand that there are pop-up warnings on submitting full accounts to Companies House under FRs102, but not for FRS105. Following the recent authentication code fix there is now the possibility that should you accidently click the wrong button when tagging full accounts for a FRS105 company they could be submitted straight away to the public. Please can the P&L pop-up warning be included for FRS105's.
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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1 vote
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Product Development
Wolters Kluwer UK TAA
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Pull client status or assignment status through to job management
Job management should have "assignment status" as a column and/or the client status pulled from the default tab i.e. "on hold" etc
4 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Close Company disclosures
regarding the Close Company rules - i've noticed that if the 'no employment pages to be printed' box is ticked, then even if the close company disclosures are there, no pages is printed.
I wonder if it would be helpful for there to be an override, so that if 'director' is ticked' and 'close company' is ticked, and boxes 7.2-7.4 have entries, then it overrides the deletion of the pages.I've only just realised that is a potential issue (especially if you have juniors preparing the return, as the schedules of data publish the information, so it looks like it's…
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Rental income code to appear in the turnover section of the chart of accounts so that the lessor polcy etc prints in the LTD accounts
Put a rental income code into the chart of accounts in the turnover section, in order to trigger the discolsures and the accounting policies
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Notifications for comments on support cases
When you have an open case in the support portal, if an adviser add a comment to the case, you don't get a notification through, only if they send an email, which you can see at the right hand side in the case.
It seems it would be the most basic feature of a helpdesk that when there is an update the user gets an update.This has led to calls getting closed with no resolution as they haven't had an answer back, I am no in the support portal all day to check if my case has been updated
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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