105 results found
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Set budgets in minutes rather than whole hours
It would be useful for us to customise the "hours" box in a job to be a part of an hour rather than just whole numbers.
We would like to be able to set budgets in minutes or decimal points of an hour for some jobs1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Use the correct user record when using auto submission on a PT workflow
When you use the auto submit functionality it uses the workflow creator user record to submit the return to HMRC and not the person moving it to that step. (That user name also shows on the tax return status within the return as having submitted the return). This is misleading and causes auto submission failure where the user has left and security permissions removed or permissions were removed/not held.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Billing Explanation
It would be useful if we could edit a billing explanation after the bill has been posted, in case of a typo or other error.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Operating leases report due to new regulations
Could we please have a way of reporting on clients who have operating leases either via a script or report.
5 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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When will CCH Corporation Tax acknowledge the existence of the Corporate Interest Restriction
The Corporate Interest Restriction has been part of the UK Corporation Tax System since 2017. The legislation is complex and the effects need to be tracked across groups and over the course of years. Yet, CCH Corporation Tax doesn't appear to even acknowledge its existence? How can this product claim to be any sort of appropriate package for preparing corporation tax returns if it does not even include boxes to enter the CIR adjustments?
6 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Losses, CAs, etc should roll forward automatically when an amendment is made in prior year
We amended 2023 and that changed the loss c/f and the capital allowances c/f position.
I expected CCH to automatically update 2024 with the new b/f figures but it didn't and there is no way to force it to do so. Manual override is required.
Request: that CCH be updated to allow changed c/f figures to automatically update in the following year. Other software has done this for decades.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Ability to alter the default Delivery Option in Defaults
When a new client is created in our system, the value assigned to the delivery options in the Defaults tab is always post and this has to be manually changed after the creation of the client.
We've been asked to make Email the default when a client is created instead of post but I've been told this is not a setting we are able to change from Post at present.
1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Reporting on basis period transition
We have been unable to find a way to extract a list of clients who have an entry in boxes 16.1 or 73.1 on their returns - relating to profit/loss on the transition part of the basis period, for partnerships and sole traders respectively.
I raised the case with support, who advised me to bring it up here as there's no way to report on that in the system. I have also been unable to find these entries in the database, so if there is an easy enough way to extract this information using SQL Server, please just let me…
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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We would like to see that partner and assignment manager also gets synced to Cosec
We would like to see partner and assignment manager also gets synced to cosec, otherwise over time when people have reassigned managers or partners these have not synced through
Please can these fields be synced to Cosec/Central Sync1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Bulk Create Employee Timesheets
It would be very useful to be able to bulk create employee timesheets so that at the end of a week or month when you know individuals haven't done their timesheets, you can bulk create those that are missing, rather than having to go into each employee and create separately.
3 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Create an LLP format for IFRS entities, including FRS 101 exemption options.
Create an LLP format for IFRS entities, including FRS 101 emption options.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Remove automatic bill authorisation by Managers
Anyone with the 'Manager' responsibility can approve bills from the 'Bills to approve' homepage control - even if they have no authorisation given in the Employee record - it's coded into the software. With most practices now wanting only partners to approve bills this is rather dangerous! Can this please be removed so that only those employees with authorisation to approve bills given specifically in their employee record can approve and post bills?
3 votesThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Credit Control
I would find it very beneficial to have a debtors balance on the client search home screen.
to ad with finding a balance for companies at a glance and not have to open the company.14 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Support Cases
When submitting a support ticket please place the final SUBMIT button at the top of the screen. We know the button is conveniently placed at the bottom (and often off screen) after you display a list of possible solutions so that we will miss it and thus the ticket is not submitted. However this is really just wasting our time when we realise the ticket is not submitted.
If this is not your intention please re-position to avoid - otherwise(?)
Thank you,
Dave
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Bulk update of rate used on assignments
We have an assignment which staff use record their long distance travel time. We need to set the rate on the assignment - which has been already been allocated to over 1,000 clients - to a specific rate which every employee has on their account.
It would be useful if there was a way of doing this via bulk update or something similar
2 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Change to Procedure Central.dbo.GN_RetrieveTeamEmploy
When searching for owners in the Responsibility tab, it is currently not possible to enter a combined first and last name.
Could you please update the stored procedure responsible for returning these results to support combined name searches? For reference, I’ve included a snippet of the SQL procedure currently in use, along with two additional lines that illustrate how I would approach filtering results to support this functionality as if I was the change owner.
Let me know if you need further clarification or a full example.
PROCEDURE [dbo].[GN_RetrieveTeamEmploy]
Where
(@CompanyId = 0 OR Stationed.CompanyId = @CompanyId)
and…3 votesThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Add more than 240 characters in the 'comments' box on workflows
Currently, if you add more than 240 characters using the 'comments' option to a workflow progress box, no warning appears.
If you go into & out of the comments box, the full comment remains.
However, if you close down the workflow & open it again, any characters beyond 240 are not saved.
I use this for noting if I have chased the client for records etc & to keep track of progress, but noticed that some of my longer comments were finishing mid-sentence when I went back to them.
Could we increase the character limit please?2 votesThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Fixed Asset Register
If an incorrect method of depreciation is entered when setting up the asset, despite there being a drop-down box to amend the method, the only way to correct this is to delete the asset and re-enter.
It would be good if the drop-down box to amend the method worked.1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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In pick list on workflow view don't include inactive workflows in the choice
When you have the table on one of your views there is a pick list in the bottom right. The list includes all workflows, even those that are inactive.
Please could those be hidden if there is a tick in the maintenance screen to make them inactive. It would hide unused workflows and previous versions that are not needed.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Be able to filter (eg office) on PT Batch update workflow and show the client name
You can batch update a PT workflow using Maintenance - Central workflow - Personal Tax - Batch update workflow but when you choose the step you want to update/the result you are just shown a list of client codes and you can't tell who the client is and aren't able to filter this by office or any other parameter.
The Batch assign workflow to Tax Returns option has a filter screen initially and then it shows the client name next to the code. Can we please have the same on the Batch update workflow option? It is impossible to sign…
1 voteThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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