408 results found
-
Opening all three boxes 6.1 on SA800 re exporting of goods and services
It would be helpful if the three new boxes 6.1 in the SA800 relating to the export of goods and services could be opened fully so that all three boxes can be unticked rather than defaulting to neither as this means they are not exporting.
The reporting of exporting goods and services is optional as per the SA850 guide and therefore there will be cases we do not wish to report this on. (most cases probably)6 votes -
Hi, please add the Century Gothic font to CCH for PDF generation
Hi, please add the Century Gothic font to CCH for PDF generation.
1 vote -
Enable the roll forward of data to be refreshed after a new a/p is created
At present all computations are entirely independent, so changes to a prior year do not flow through to later ones. this means computations can get out of synch.
It would be useful to have the option of carrying closing balances forward - ideally as a function in year one, so when you've changed that year you can cascade the changes onward.
This has come up particularly as we have a new client where we are working on two years simultaneously, and now have to re-key all the provisions, capital allowances and so on in the later year. IT would also…
5 votes -
Document Edit button should automatically check document out for editing
Currently users have to click Check Out and then click Edit.
Can the Edit button automatically check the document out?
7 votes -
Add reg no to find clients tab
In the filed chooser on the find client tab, please add reg no. It takes too much time to have to open each client to verify the companies house number when I should just be able to look at in the find clients tab. The UTR is visible there, so I don't know why the reg no isn't..
2 votes -
Include middle name for document/email filing - more than one client with same name
We frequently get frustrated when filing bulk documents and emails when we encounter a name which is common to more than one client. Because we can only see the forename and surname, it isn't possible to know which one to file against. Is it possible for the pane to show middle names (obviously where available) as this would reduce the problem significantly.
1 vote -
Improve tagging when correcting tags in 1 set to avoid having to do the process twice
It is time consuming having to tag both the members set and the small companies filing set individually, especially when having to amend any tags. For example a common tagging error is when a note spans 2 pages (not sure why the software can't recognise this) so you have to delete, adjust and amend the tag in both sets doing it twice. It would be better if the software recognised any changes to tagging made in the members set and replicated these in the filing copy.
2 votes -
Creating PDF from document in the document center
When creating a PDF from a document in the document center, the only prompt is for Assignment and Job, can it also default to the "File name" and "Type" of the original file being converted. We are having to change these fields later on. It would be ideal to get the normal profiling window so we can set this as needed at the same time.
3 votes -
Improve the filing options
When filing a document in CCH and in the filing box, it would be better that when selecting the document type or assignment it would recognise more than the first character to allow ease for selection. For example in assignment if we wanted to choose Corporation Tax, the only 'quick' option is to type C in the box and scroll down. If it recognised the first say 3 characters we could type COR and it would save having to scroll down the list, which for document type is longer.
7 votes -
Workflows at Assignment Level
We appear to be running into an issue where the Workflows aren't showing a true reflection of ongoing work.
We have three offices (Ascot, Fleet and Putney)
If we have an Ascot Client but someone in Fleet is doing an assignment on it this will not show on the Fleet workflow, it only shows on the Ascot one.
This is because the workflow view is looking at the responsibility level instead of the assignment level.
We would like a separate workflow to look at the assignment level rather than the responsibility level.3 votes -
Change SA302 format
It would be better to show tax refunds on the SA302 in brackets to distinguish it from tax underpaid which will then match the Total tax due at the end of the document
1 vote -
Default workflow under assignment/jobs
Is there any way under assignments/jobs that we can default the latest workflow. When we go into the clients assignments and there are different versions of the workflow it always defaults to the first workflow version rather than the latest version
2 votes -
Publishing to DM
When publishing directly to DM, please can we have the option to have the tax computation appear behind the CT600 as well as the existing way, where it appears at the front?
4 votes -
DPL tagging process and non numeric tags on wages
Tags are being allocated automatically by the CCH on the DPL for wages. When accepting and clearing these a message pops up to say non numeric tags have been allocated and do we want to remove. If leaving them in it causes errors, removing means retagging. Support suggest this is the way that CCH is and to remove the tags. If tags are being auto allocated then can they be designed in a way which won't cause further errors.
1 vote -
Restrict employee access
Restrict access to employee records from the billing screen. Currently employee record can be accessed even though the permissions restrict in a different area
1 vote -
Make Name fields configurable so they show Firstname Lastname not Lastname, Firstname
It would be great if name fields eg Assignment Partners, Assignment Managers, Partners, Managers, Client Name etc could be configurable so we can show it as Firstname Lastname not Lastname, Firstname as then it would match other systems
3 votes -
Ability to see other team members in the preview section of the find clients page
We would find it very useful to be able to see other team member responsibilities on the Find Clients page rather than having to go into the client to see the team responsibility. We use these to keep a record of who is dealing with each client.
3 votes -
Could the Employee Planner be a homepage control
It would be helpful to have a homepage control which shows the Employee Planner, so we can quickly see staff availability from a homepage, rather than having to go File-View Planner.
You can click the calendar icon at the bottom of the Tasks & Appointments control, but this seems to show only your own line of the planner, and cannot be edited. It would be helpful if there was a similar button to go to the full editable planner.
1 vote -
Adding new tasks to assignment template
When a new task code is created it automatically appears on any assignment template that uses codes and there ore has to be manually removed from those assignments that do not need/want that particular code. It would better if we were able to filter the addition of tasks just to the assignments we require.
2 votes -
Delete working papers created
When rolling forward working papers are created and filed automatically in DM, however, there is no option to delete the WP in DM if we have to delete an accounting period, which does happen, so we end up having a duplicate set of WP in DM
3 votes
- Don't see your idea?