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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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404 results found

  1. Tasking Documents

    can we have an enhancement to view the documents in a task without having to open the task, show documents and close task

    1 vote
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    0 comments  ·  CCH Document Management  ·  Admin →
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    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

  2. Billing support Documents

    . It would be good to link the billing support documents (i.e. the random spreadsheets and wip reports) to a bill in such a way that they are accessible from the bill workflow and the billing tab? It would need to be possible to attach them after the bill was posted (e.g. as they were scanned in).

    2 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  3. Billing Tab Layout changed since last update would like it back to before.

    The latest update has change the amount of invoices on view when you go to the billing tab. You only see the last three invoices and need to scroll down to see any more. Before the last update you could see about 8 or more not sure why this has changed.
    Would like it put back, please.

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  4. Associated contact email option on VAT invoices to print screen

    When selecting to send a VAT invoice by PDF email it would be great to have the box come up which asks which associated contact you would like to send this to and then it inserts that person's primary email address when it creates the Outlook message. This option is already available in document centre when sending things by email and would save a lot of time manually entering this on the VAT invoices to print screen as companies don't have email addresses, people do and you can't have duplicate email addresses or them listed against the company for OneClick!!

    7 votes
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    Under review  ·  1 comment  ·  CCH Practice Management  ·  Admin →
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  5. View/preview a bill in Billing tab instead of viewing via pdf

    In the billing tab, instead of viewing confirmed bills via pdf can we have a preview screen to save time opening every bii to find the one we need.

    24 votes
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    Under review  ·  1 comment  ·  CCH Practice Management  ·  Admin →
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  6. No exception report when deleting job

    When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.

    6 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  7. The ability to bulk update office and/or department on assignments

    Could we have a bulk update option for Office and Departments for Assignments similar to that on the Client tab's bulk update options? It doesn't really make sense to be able to update the client records but for each assignment that will need to be updated, we have to go in to each assignment on each affected client and manually update offices and/or departments which can easily take up a lot of time.

    13 votes
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    Under review  ·  2 comments  ·  CCH Central  ·  Admin →
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  8. Manage Email Templates

    Option to inactivate email templates so they would not be available for use.

    2 votes
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    Acknowledged  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  9. Sorting active workflow tasks, on home page by due date of individual step in progress

    It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.

    12 votes
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    Acknowledged  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  10. Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject

    The mail merge subject field is currently fixed text so we cannot customise for each client.

    6 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  11. wip approval items homepage control

    Since 2019.1 update, expenses and timesheets to approve are 2 different options. Previously they were available as 1 selection. Can an option be added to show both at the same time.

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  12. Employee Planner order setting

    Employee planner has recently been updated so the order of employees and employee categories is now alphabetical rather than by id number. Please can you add this as a setting or option in maintenance perhaps as we prefer the original setting. Thanks

    6 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  13. Ability to edit a write off reason on a DRAFT bill.

    When a bill is drafted with a write off a reason must be entered depending on system parameters. However it is impossible to edit this reason if it is an incorrect reason or you realise a new reason needs to be created in maintenance. This is when the bill is on draft so it all should be editable. The workaround of reducing the WO below the threshold, saving the bill, and then taking the WO above the threshold is really not a good workaround and can amend changing complex WIP allocations. Please can you look into this as it means…

    5 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  14. Workflow homepage filters to be automatically added to colleagues' homepages

    If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.

    2 votes
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    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
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  15. Allow job creation from DM filing window

    So often I find that I want to file to the 'next year' job when it has not been created yet so have to abandon the document filing, go and create the job then back to filing. Would be great if we could create the job from the filing window.

    21 votes
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  16. Allow macro enabled documents at master level

    We have been trying to create a master pack template for everyone to use. One of the main templates that we usually use and would like to bring in is macro-enabled but this is not supported in Working Papers currently.

    1 vote
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    Under review  ·  0 comments  ·  CCH Working Papers  ·  Admin →
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  17. Enable the use of PDFs in email mail merge

    We quite often send out information to our clients using mail merge and would prefer to have the attachment as a PDF, for example, we are currently sending out weekly emails to keep our clients updated on the latest news. It would be really handy to be able to CC others into the email too.

    6 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  18. Client Default tab - 'Terms Type' - Is it possible to make 'Terms Type' mandatory during new client set up ?

    Client 'Defaul't tab - 'Terms Type'. Is it possible to make 'Terms Type' mandatory during new client set up ?

    1 vote
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  19. Ability to collapse all Assignments in WIP enquiry screen

    The ability to collapse all assignments at once would make it a lot easier to find the one(s) you are specifically looking for inbetween th hundreds of line postings

    8 votes
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    2 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  20. Ability to import bank payments

    I would find this useful for importing credit card statement transactions.

    2 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Hi Rachel

    Thanks for taking the time to add this to UserVoice.

    I’m not sure what you’re wanting to do here – please email me.

    Thank you

    Evan Jones

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