401 results found
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ITS 53144 To allow selection and filing to an Assignment and Job from the Mail Merge Wizard when filing to Document Management
To allow selection and filing to an Assignment and Job from the Mail Merge Wizard when filing to Document Management
14 votes -
Ability to view users logged into the application at any given point in time
Sometimes a backup may need to be done during the day due to some planned activity. I need to be able to see who is logged in to get them out. All communication may have been sent out, some users may not remember and still be entering data. Then if a restore has to be done they would have lost any work entered during that time.
25 votesGiven that the software is on-premise and hosted in your local environment, it is not possible for the software to recognise active users.
This will be considered as part of the development of our cloud solution.
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Partnership/LLP/Trust reporting
The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.9 votes -
Document Management
When uploading documents it would help massively if you could change the date at this point rather than having to go back into the clients record, then document and change it there. Its very time consuming.
23 votes -
It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V
It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V - these currently do not work and instead you get little squares.
2 votes -
VAT reference box within main client tab
A box within the main tab for recording the client's VAT reference.
28 votes -
Link client creation to money laundering service
Establish a link between client creation and money laundering, possibly using CCH Workflow to establish the rules
40 votesI’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.
This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.
More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.
If you would like to know more please email lamorna.harris@wolterskluwer.com
Evan Jones
Lead Product Manager -
Ability to convert accounts prepared in foreign currency
To provide the ability to prepare the corporation tax computation in foreign currencies.
36 votes -
1 vote
Hi Joanna
The standard CCH Trust pages do not use Notes to the Accounts and include all the detail in the principle financial statements.
However the standard CCH Probate pages do include Notes.
The note number of specific notes can be picked up in a paragraph using a formula like :
Accrued income is shown in note {Note,note04ai}.The pages used to print the notes can be printed using a formula like:
… as shown in the Notes to the accounts on pages {NotePageRange,0}.One point that catches some users out is that you have to preview the full accounts to see note and page references; they are not visible if you just view one page.
Hopefully one or other of these formulae gives you what you are looking for.
Kind regards,
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
Stock transfer forms
When generating a stock transfer form it would be useful if the transfer date could be entered automatically.
4 votes -
Add and deleting of assets
Please can you make this process a bit more user friendly. You have to do too many clicks into different screens and it just becomes cumbersome. Could you not just do a right click to add/delete. To delete an asset you have to go through 2 or 3 screens and then click delete twice, very time consuming from a users point of view
13 votes -
Allow Document Management templates to use Tables and Filters
At present any Excel templates in Document Management lose their Tables and Filters when a document is created. These are very useful features in Excel and we are likely to want to use DM to create working papers more and more. Particularly as Audit Automation is going to join Accounts Production in Central in the future.
At present these templates need to be kept outside of Central, which is not ideal.
29 votes -
Enable import of current year additions from Excel
Currently you are only able to import brought forward assets from Excel, it would be useful to be able to import current year additions, as these can be exported from various bookkeeping software in csv format.
9 votes -
Assets held under hire purchase/finance lease
It would be useful to have a tick box to indicate if an asset is held under hire purchase/finance lease and then a report to total all of those assets. This is needed for disclosure purposes in the accounts.
Even better, the disclosures in AP would be automatically populated from this information.
15 votes -
Add Workflow Current Step
Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.
Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank
1 vote -
Work Papers for Tax
I would like the ability to use Work Papers with CCH Personal Tax solutions
0 votes -
Hide unused workflows from the homepage drop down
Adding on behalf of a customer.
Have an option to hide unused workflows from the homepage drop down
Potentially add a column called “Hide on homepage” in the standard workflows screen.0 votes -
CCH Bulk email functionality - include PDF files
To include other files types including (but not limited to) PDF files
0 votes -
CCH Bulk email functionality - add CC address to the email
Have the ability to cc people in the email
0 votes -
workflow homepage
Workflow Homepage when you use the drop down to select the workflow you wish to see, even though the top states "Active workflows only" you also get those workflows which are marked as "inactive" in "File, Maintenance, Central Workflow, Standard Workflows". If you are not sure which is the current workflow it is easy to select the incorrect one and think there is nothing outstanding/ongoing. Think this would be helpful.
0 votes
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