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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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| CCH Central Suite |

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405 results found

  1. Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup

    Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup

    1 vote
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  2. Add keyboard shortcuts to client code search field

    It is possible to add keyboard shortcuts to set focus to the client code search field. eg in Windows Copy/Paste is CTRL C and CTRL V. This would increase user efficiency.

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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  3. Add the ability to mark a centre as inactive

    If you use Power BI to report on various parts on CCH there is an issue with not being able to filter out old Centres. There is no way to identify only the current ones. Could an 'inactive' field be added so that these can be marked in CCH and then filtered out in Power BI.

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  4. Create new fields to add to the field list - "Budget hours". Hours shown in client assignment job/schedule details, not shown on field list

    6 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  5. Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  6. Next of Kin - Document Templates

    There is the ability on the main employee tab to enter more than one Next of Kin although you can only report on one when dragging the fields into a document template for the employee.

    3 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  7. Employee - Extra Fields - Document Templates

    To be able to use extra fields on the employee records within Document Templates, although you can add them to the document - they do not generate any information.

    3 votes
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  8. billing contact

    When emailing an invoice or a statement I would prefer the billing contact to be the primary email. It's caused a lot more issues recently with invoices going to the wrong email address & being missed.

    The alternative would be that if I'm emailing an attachment from CCH, rather than automatically picking the primary email, there's a drop down of options for which contact to email as currently we're finding it very inefficient.

    22 votes
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    Under review  ·  1 comment  ·  CCH Practice Management  ·  Admin →
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  9. Job Settings - Frequency

    Can a Fortnightly Frequency be added as a choice for use with a Payroll workflow.

    1 vote
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  10. Email encryption

    Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  11. Intergrate Xero with Practice Management

    The ability for Xero to pull all invoices created automatically and also to have them as paid automatically in CCH when marked as paid in Xero.

    It is currently very time consuming and too easy to miss payments meaning clients that have get paid get chased.

    When we took on CCH we were told from the outset that it was something that was being looked at (one of the reasons we chose the software), a year down the line I have heard nothing further on the matter.

    5 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  12. SQL Hosting on Linux Servers

    Microsoft SQL is now able to install on Linux servers, It would be a great opportunity for Audit Automation if we can host a database on Linux servers to reduce our cost.

    I would suggest the technical team of CCH Audit Automation to see if we can host SQL database on Linux servers in the cloud and connect the local system to the hosted database.

    For reference: https://docs.microsoft.com/en-us/sql/database-engine/install-windows/install-sql-server?view=sql-server-ver15

    Regards
    Yameen

    2 votes
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  13. Facility to save attachments from emails when autosaved to DM

    When emails auto save into DM it would be useful to be able to split out any attachments and save these as a separate document - only currently able to dril into the email trail locating the document and re uploading the document separately into DM

    16 votes
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    Under review  ·  2 comments  ·  CCH Document Management  ·  Admin →
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  14. Separate permissions on password access

    Currently in order for a user to have access to change their central password or SMTP password( which is required to be able to send bills), they require a task permission that would give them access to ALL users passwords. Could a separate permission be used to allow them to edit these details on their own record but not other users?

    4 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Evan Jones responded

    Thanks for adding this to UserVoice.

    I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.

    Evan Jones
    Lead Product Manager

  15. Bill preview within 'billing main' window

    A preview of the bill narative within the billing main screen would make approval much quicker...

    6 votes
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  16. Employee Leave Dashlet - cannot drill in to leave types with negative balances

    We currently use two different leave types to manage TOIL as previously recommended - TOIL Accrued (negative entries) and TOIL Taken (positive entries). However, users are only able to drill in to the results of the TOIL Taken (positive entries) on their Leave Entitlement dashlet in the same way that they can drill in to their Holiday (positive entries) on this dashlet.

    Can a change be made to enable users to drill in to the results on all leave types regardless of whether the total balance is positive or negative? This would really help to improve our users experience of…

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  17. CCH Database API

    Please, please, please create a read-only CCH database API which would allow users to interface with ALL CCH data fields (every single one of them please!). What I'd love to see is essentially the same kind of thing as is currently possible with CCH Reporting, except without having to produce a report from within the CCH Central software, and then exporting to Excel for further data manipulation, and a less restricted scope in terms of the fields available to be selected.

    It'd be incredibly useful to be able to directly interface with the CCH database via an API call or…

    18 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Proposed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    There are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.

  18. Calender Entry Timesheet Daily Totals

    When using the 'Calender Entry' settings for timehseet weekly completion the totals at the footer of the screen show the total time (hours or units depending on settings) worked for the week in progress.

    It would be very useful to also be able to see the total daily time, either by highlighting a specific day or showing the totals at the bottom of each day.

    This information is available when using 'Periodic Entry' so why not also 'Calender Entry'

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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  19. enable the ability to create new collections at master level not just on a client basis

    3 votes
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  20. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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