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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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How can we improve CCH Central Suite?

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12 results found

  1. Linking own created workflows to the Tax Return Status

    We have created our own workflow for completion of ITR - why can we not link the Tax Return Status which was an old legacy system in with the new workflow? Ie on submitting a ITR why can't our created workflow auto update when the status auto updates Accepted by FBI on submission of an ITR?

    7 votes
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    Completed  ·  2 comments  ·  CCH Workflow  ·  Admin →

  2. Generate a Report of all the Trust and Estate clients on CCH.

    We need to start begin able to generate a report of Trust and Estate clients on CCH. The only way to do this currently is to create an extra field called “Trusts and Estates” in the extra tab.

    1 vote
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    1 comment  ·  CCH Central  ·  Admin →

  3. Bulk update of personal tax workflow from homepage

    There is no way to select multiple clients on the homepage of personal tax workflow and update the step e.g. "Information requested" for the selected clients. It will only do it one by one. This is time consuming where a batch of information request have been sent out for example to Trust clients. Also it would be useful where we want to move steps along quickly for a group of partners or beneficiaries.

    9 votes
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    Completed  ·  0 comments  ·  CCH Workflow  ·  Admin →

  4. Employee Library

    Would like to be able to search the document employee library like the client library.

    4 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  5. No 'Created by' when adding a new contact

    There is no 'Created by' when creating a new contact therefore we do not have any record of the employee who has created the contact

    4 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  6. Make more workflow fields visiible in reporting; especially the #task number

    8 votes
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    Completed  ·  1 comment  ·  CCH Workflow  ·  Admin →

  7. Ability to detach tabs within a client

    Within a client, we had the ability to detach the tabs, but this function is no longer there.

    It was very useful to be able to detach a tab within a client by rightclicking and detaching. We used this to open the document centre tab on another screen, while doing work in AP or Tax returns so we could open supporting documents as needed without coming in and out of tabs. Please reinstate this functionality.

    9 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  8. When is error 59475 likely to get fixed - unable to run advance search to show year ends

    1 vote
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  9. Delete jobs

    Bulk complete/delete jobs

    6 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  10. Facility to change the Client or Contact "Code"

    Where an error is made when setting up a Client or Contact it is currently impossible to amend the Code. It would be really helpful if we could please.

    1 vote
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  11. Working Papers for Unincorporated Master Packs

    We have an large number of Clients who are either Sole Traders or Partnerships, and the lack of an integrated Working Papers tool does make the accounts preparation process for this type of Client more inefficient. It would be good to see this on the development list and we would happily collaborate with you to share ideas on it.

    11 votes
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    2 comments  ·  CCH Working Papers  ·  Admin →

  12. Automatic tagging of prior period

    When dragging and dropping tags very often the tag is only applied to the current year figure and not the comparative, this means it takes double the time when tagging in the detailed P&L where the software was unable to suggest a tag.

    14 votes
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    Completed  ·  1 comment  ·  CCH Review & Tag  ·  Admin →
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