401 results found
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Ability to export expense attachments
Expense attachments should be downloadable/exportable from CCH.
When an employee attaches receipts to their expense claims, you should be able to press 'Export' in the ribbon and it export both the spreadsheet of details and all of the linked attachments. We need this in order to upload the information to our financial management system1 vote -
Simplify review of work programmes
The requirements of ISA315 require risk to be reviewed at a granular level resulting in the Identified Audit Risk Database being used for ALL risks not just significant risks. Therefore tests are assigned in response to the risks in this database. It would be great if a report could be run to see which standard tests within standard programmes have not been assigned to identified risks so that they can be easily identified and tailored out (or assigned to a risk if the link has just been missed!)
5 votesThank you for the suggestion. We will continue to monitor support for this idea.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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Jobs automatically added when an assignment is added
I would like to be able to set up an assignment which has specific jobs attached to it so when it is added to a client, the jobs automaically add.
For example, every client has an admin assignment to which we always add 3 specific jobs. It would make the client set up process simpler if i could add the jobs to the assignment template so they add in automatically.1 vote -
audit notes
Redesign of the Audit notes system - needs more integration with the general interface so that it is more obvious there are new or outstanding audit notes.
Perhaps some sort of live notification/inbox in the bottom system bar of the software window (where the login, date/time is located)
5 votes -
Workflow Filter
Filter workflows against assignment team.
When on the home screen, you are able to filter the workflow list based on the team that the client is assigned to, but we would like to be able to filter against the team that the assignment that the workflow is attached to. The reason for this is, it is not always the team that the client is assigned to that is doing the job.
6 votesThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Develop a single folder with configurable location for plugins and temp files
Currently only a select few of the folders within Central have a configurable location, many of the remainder have their location set by default.
Those folders with a default location exist within the user profile Documents folder which introduces difficulty when Sync technology such as OneDrive is in use.
It would be far better to have a single location across the entire CCH Central suite which contained the folders for whichever plugins or functions of the software are necessary, that was configurable and could be placed outside of the default Documents folder to avoid issues with Sync technologies.
9 votes -
Filter Limitations
I built a smart report which showed the client, assignment name and the total hours for the assignment.
I then wanted to filter it by the Employee Dept.
The I needed to exclude a couple of departments, when i added the syntax for not including the two assignments it then dropped the filter for the Employee Dept.
When I spoke to CCH the only way round this was to exclude an assignment in the Assignment code and then the other in the assignment name.It would be good if we can have multiple filters on a report where we can…
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Changes to subsequent events programme
PCAS company pack 17.1 subsequent events audit programme now has questions which relate to facts AFTER the date on which the auditor’s report was signed. I can't see the point of including these, as we need to answer all such questions BEFORE the audit file can be signed off and the audit report issued. Please can these be removed from the net of now including these as these questions in the audit programme need to be completed BEFORE we can sign off the audit file and then sign/issue the audit report. Same issue on charity pack. Please can these be…
2 votes -
Data field for CGT reporting account reference in client records
It would be useful to have a data field in the main client record for the CGT reporting reference in the same location as the UTR on a client record. It would then also be useful for this reference to be able to be pulled through the the CGT screen.
At the minute we are having to save this in the DMS so we have access to it where we are engaged to do CGT reporting for a client but it would be useful to have this in a field which is easy for us to access as and when…
1 vote -
Data field for Trust Registration Service URN in Trust and Estate records
It would be useful to have a data field in the main client record near the UTR field for the Trust URN for non taxable Trusts. At present we are saving documents with this info on into the permanent assignment but it should really have a field of it's own to make it easily accessible to us where we are engaged with clients to update TRS for non-taxable trusts.
1 vote -
Filing options
On the final stage of mail merge there is the option to choose document type for filing purposes, it would be useful to also have an assignment and job option as following the mail merge a manual exercise is required to move the documentation accordingly
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Improve polling for accounts submitted to Companies House
We can see when accounts have been accepted by Companies House by checking Companies House, however CCH submissions database will still show as pending even if something has been submitted days/weeks ago. When you click on the blue pending hyperlink within the database it will then tell you it is accepted and change the blue pending hyperlink to 'Accepted'. When the database does it's polling can this field be updated so that it shows the correct position without having to manually update it.
30 votes -
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list?
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list? For example, we have an assignment called 'Monthly Accounts' and then there is a job under this assignment for every month of the year. We are over a year into using CCH and the list of every job is getting longer! in 4 years time, we are going to have to scroll through 4 years of monthly jobs when raising an 'estimate to complete' on an invoice which is not very user friendly!
3 votes -
Ability to make specific associations limited to one per contact/client.
Would it be possible to have the ability to make an association limited to one per client/contact record? Similar to client and assignment team responsibilities where some can be marked for only one per client/contact.
3 votesThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Document Centre - Additional Tab for Author
Could an "Author" tab be included as a field in the Document centre. This causes us issues after an email has been filed, as it only shows the client partner but not who the author is, so when trying to find an email it makes it harder to find, as you have to open up each email just to see who it was sent by. We have tried using the "From" tab, but this still doesn't show the correct information we after.
1 vote -
Foreign employment income
If you enter foreign employment income which is not taxable in the UK, this shows on the tax computation as 'allowable expenses'. This is a misleading narrative which should be changed.
1 vote -
finance costs box 44
The description for box 44 in the land and property data entry screen is "Residential finance costs not included", however, even if the entirety of the finance costs incurred are included and utilised during the current year, they are still included in this box. The total of the finance costs are still included in this box if they are not utilised. Either the description of the box needs to be updated, or there need to be two separate boxes to show finance costs included and finance costs not included.
1 vote -
Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
4 votes -
Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates
We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.
We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.
We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…
1 voteThank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.
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Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes
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