404 results found
-
I need the short description on milestones to be longer. It's impossible to write enough to be clear what teh milestone is.
I need the short description on milestones to be longer. It's impossible to write enough to be clear what the milestone is. Why does the long decsription not appear anywhere?
1 vote
Evan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
-
We are finding users are exchanging client advice using Chat in MS Teams. No way to easily save content from Teams into CCH Doc Man.
Integration between Teams and CCH DM are users are no using it over email to discuss and share client advice.
5 votesHI Douglas
Thanks for adding this to UserVoice.
This is being explored at the moment; we will be demonstrating a POC at the next Scottish User Group.
Evan Jones
Lead Product Manager -
Remove OCRing for documents scanned via a photocopier
Most documents scanned via a photocopier are signed accounts and tax returns that do not need to be OCR.
Can the OCR be turned off and an OCR Tick Box option be added to the Homepage Document Inbox "Edit Details" window, much the same as the option when scanning from a desktop scanner?6 votes -
Reporting - Workflows
Unable to create new reports in the Workflow section of reporting. When selecting to save a report the drop down list of sections end at Practice Management - and doesn't include Workflow.
Please correct this so that users can create their own reports in this section.
9 votes -
billing contact
When emailing an invoice or a statement I would prefer the billing contact to be the primary email. It's caused a lot more issues recently with invoices going to the wrong email address & being missed.
The alternative would be that if I'm emailing an attachment from CCH, rather than automatically picking the primary email, there's a drop down of options for which contact to email as currently we're finding it very inefficient.22 votes -
Personal Tax Review Tool
The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:
-Audit of who has added notes on the PDF report
-A place to add general notes not necessarily associated to a source of income
-HICBC - this doesn't seem to be picked up as missing when in the prior year?This would enhance the product a great deal, Thanks
9 votes -
Email templates
We send annual emails or letters to our clients for tax investigation services. It would be useful to be able to set up an email template and then attach the invoice.
2 votes -
CCH Database API
Please, please, please create a read-only CCH database API which would allow users to interface with ALL CCH data fields (every single one of them please!). What I'd love to see is essentially the same kind of thing as is currently possible with CCH Reporting, except without having to produce a report from within the CCH Central software, and then exporting to Excel for further data manipulation, and a less restricted scope in terms of the fields available to be selected.
It'd be incredibly useful to be able to directly interface with the CCH database via an API call or…
18 votesThere are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.
-
Pinning documents to the top of a clients document centre
The abilty to pin a document in the client document centee would be really useful. For instance I have a document that i use each week for a client but over the last year it has fallen way down the page on the document screen due to other documents being uploaded to the client.
12 votes -
Historical timesheet changed by working hours amended
A staff members hours remained the same but the shift pattern changed, this has then amended the hours required on previous timesheets including already posted & submitted timesheets. Very messy for looking back at timesheets as the hours worked don't match the hours required.
3 votes -
Make NOTES a reportable field. be able to report or export notes
Make contact NOTES a reportable field. be able to report or export notes
9 votes -
Facility to save attachments from emails when autosaved to DM
When emails auto save into DM it would be useful to be able to split out any attachments and save these as a separate document - only currently able to dril into the email trail locating the document and re uploading the document separately into DM
16 votes -
Ability to be able to make write off type inactive
As the firm develops their write off reason may become more accurate and the old reasons no longer applicable. It is not possible to delete them as there is historic data but being able to make them inactive will stop employees from using them in error.
9 votes -
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
WP documents within Document Centre
We would like WP documents to be hidden from view within Document Centre so as not to clog up the Document Centre system. Thank you
7 votes -
Parent/Child billing - types
When you create a new parent, where say, the current parent has had a name change or has been superceded, but has been included in group billing, the type is 'Adhoc' which does not allow you to delete the parent nor some of the 'children'. When you do, next time you access the client, it reappears as Adhoc, even though it has been changed to Standard. Could the default not just be 'Standard' with some sort of indicator that it has a parent or child relationship elsewhere?
4 votes -
Upload to Multiple Codes Prevents Task
If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…3 votes -
ITS 51077 MergeField not picking up values
The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.
1 vote -
Address end date problem
When you apply an end date to an address for a client a box pops up asking iof you want to apply the same date to EVERY client that doesn't have an end.
This should be an admin function for when you move office and someting that is not availble to every user
We have just had someone apply it to over 800 clients in error3 votesEvan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
-
Associated contact details of open clients
Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.
4 votes
- Don't see your idea?