401 results found
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Partnership - Contacts - Employee
Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.
1 vote -
Allow job creation from DM filing window
So often I find that I want to file to the 'next year' job when it has not been created yet so have to abandon the document filing, go and create the job then back to filing. Would be great if we could create the job from the filing window.
21 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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When bulk updating documents within a client, you normally do not want to have to search for the same client
When bulk updating documents within a client specific DM tab, step 1 of the field chooser should not have client/contact/assignment/job all on one line, as we have to then select the client again. in most instances we are not changing the client it is a bulk update of assignment and jobs that are done regularly, especially in relation to AP and working papers. Can this therefore appear as a separate item like other things on step one of the bulk update screen. Requested by Fozia Muddassir from Reddy Siddiqui LLP
1 vote -
Ability to be able to make write off type inactive
As the firm develops their write off reason may become more accurate and the old reasons no longer applicable. It is not possible to delete them as there is historic data but being able to make them inactive will stop employees from using them in error.
9 votes -
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
1 vote
Hi,
This item is under consideration for the next quarter.
Thanks
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WP documents within Document Centre
We would like WP documents to be hidden from view within Document Centre so as not to clog up the Document Centre system. Thank you
7 votes -
We are finding users are exchanging client advice using Chat in MS Teams. No way to easily save content from Teams into CCH Doc Man.
Integration between Teams and CCH DM are users are no using it over email to discuss and share client advice.
5 votesHI Douglas
Thanks for adding this to UserVoice.
This is being explored at the moment; we will be demonstrating a POC at the next Scottish User Group.
Evan Jones
Lead Product Manager -
Option for Manual Entry of Date in Working Papers
An option of entering date in working papers manually rather than auto filling of date based on system date will be helpful for the firms in presenting it audit files to regulatory reviewer. Reason behind is that sometimes firms have to issue audit report on some back date on the insistence of client despite the fact that audit work was performed on current dates and in current scenario it not possible to provide any justification to regulatory reviewer regarding the date issue.
7 votes -
Invoice date
We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?
27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Export to excel
Export to excel - Calculated fields in the CCH Report should be included when the CCH report is exported.
The only way to export the calculated fields is using the export at the top left of the screen then the whole spreadsheet comes over as a text file which has no value for data manipulation.
7 votes -
Working papers for charity and adapted entities
We have a number of charities which there is no option to attach a working papers template and says it is not supported, would be helpful if this was put into development so we can store files all in the same place.
We also have an enity for trusts which we adapted from a partnership entity to match the layout required, this has the same issue of not supporting working papers so if there was a way to manually bring in a working paper template it would save having different filing sources.10 votes -
Email templates
We send annual emails or letters to our clients for tax investigation services. It would be useful to be able to set up an email template and then attach the invoice.
2 votes -
Associated contact email option on VAT invoices to print screen
When selecting to send a VAT invoice by PDF email it would be great to have the box come up which asks which associated contact you would like to send this to and then it inserts that person's primary email address when it creates the Outlook message. This option is already available in document centre when sending things by email and would save a lot of time manually entering this on the VAT invoices to print screen as companies don't have email addresses, people do and you can't have duplicate email addresses or them listed against the company for OneClick!!
7 votes -
Configure defauly assignment and document type for system generated documents
Where a tax return or set of accounts is published to DM, have the ability to set the assignment it should be tagged to as well.
15 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Support Microsoft 365 AutoSave functionality
Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.
3 votes -
Ability to collapse all Assignments in WIP enquiry screen
The ability to collapse all assignments at once would make it a lot easier to find the one(s) you are specifically looking for inbetween th hundreds of line postings
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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CCH Invoice Highlight Most Recent
Why, once an invoice is created in CCH, doesn't the default highlight go to the most recently created invoice? It goes to the first invoice created in that day so you have to scroll up to the relevant invoice. It should default to the most recently created invoice - for more logical!
Sorry for the rant but I'm doing loads of invoice and I keep having to scroll up!!
5 votes -
Sorting active workflow tasks, on home page by due date of individual step in progress
It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.
12 votes -
Parent/Child billing - types
When you create a new parent, where say, the current parent has had a name change or has been superceded, but has been included in group billing, the type is 'Adhoc' which does not allow you to delete the parent nor some of the 'children'. When you do, next time you access the client, it reappears as Adhoc, even though it has been changed to Standard. Could the default not just be 'Standard' with some sort of indicator that it has a parent or child relationship elsewhere?
4 votes
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