360 results found
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Descriptions in Central do not export line by line into Twinfield even in 2019.3
Sales invoices which are now automated export in 2019.3 still do not export the descriptions, line by line into Twinfield. The description only comes over in the 1st line only.
This is the same with expenses.
After each export, we have to go into each transaction and enter the description into the blank field as the transaction history is blank when users are looking for an analysis of a nominal code.
See attached code which is blank....1 voteThanks for taking the time to add this to UserVoice.
There are no plans to implement this.
Evan Jones
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ability to save minutes document in .docx format rather than .rtf
Currently CCH company secretarial produces minutes in .rtf format.
When uploaded to the document centre, CCH cannot convert this to PDF using the button on the software to then push through One click. CCH doc centre can however convert .docx files toPDF.
Please therefore give us the ability to save .docx files from CCH Co Sec
4 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager
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Give CCH Company Sec the ability to save directly to document centre
Currently the dividend minutes and vouchers have to be downloaded then manually uploaded into document centre.
Would be better to be able to save the files directly to document centre like say CCH accounts production can already.
11 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager
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Allow expense sheet comments to be exported
It would be helpful for reporting if the comments on an expense sheet would be included in the export. We use Twinfield and so would also need the option to limit the comments box to 40 characters or for the export to cut it at 40 characters
4 votesThanks 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
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WIP enquiry screen layout - customisations being lost
Currently it is possible to view the WIP enquiry screen from either the client record or an assignment record.
Most of the time our users do this from the client record and they have customised the layout accordingly - i.e. comments column added, WIP grouped by assignment and job. Occasionally though there is a need to view the WIP enquiry screen from an assignment record say when viewing an assignment based report that has a tag for the assignment WIP enquiry screen - clicking on the link.
The problem is when viewing the WIP enquiry screen from an assignment record…
3 votesThanks 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
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Update Timesheet details when filing to DM
I think it would be useful if, when filing an email or document, you could also update your time sheet at the same time so that the same description can be pulled through on both.
As is stands we are duplicating time on these tasks.
14 votesThanks 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
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Additional information on Companies House filing history and status tab
There should be more information on the Companies House Filing history and status tab - like client code and client partner to give better report information
4 votes -
Staff expense attached documents new in 2019.2 to export to Twinfield
With the new employee expense sheet ability in 2019.2 to add a document, we have achieved this in Central, but have an additional request. We use Twinfield and export our expenses out of Central into Twinfield purchase ledger which are posted directly to nominals. Can the attached document in Central export to Twinfield and be able to view from the cost posted in Twinfield on the nominal account?
1 voteThanks 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
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File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
Allow bulk complete on multi-task workflow steps on the task homepage
We are currently able to bulk complete tasks on the task homepage, unless they are multi-action tasks, for example with a Yes/No outcome. It would save considerable time to be able to select numerous tasks and complete with an action box pop-up to ask if they are to be completed as a Yes or No in bulk.
42 votes -
To imporve the current method of duplicated transactions being identified and rejected.
The current software only looks at the date and the SEDOL number for the share transaction. This means that even though transactions may happen on the same day, they can have a different number of shares sold/purchased or purchase/selling cost but will still show up as being duplicated and be rejected from the import. This means day trading portfolios have lots of 'duplicate' transactions which have to be input manually.
Alternatively a way in which the duplicate transactions that are flagged when imported can be authorised to be over ridden to allow the user to import them.
9 votes -
Email recipients
The option to choose a recipient should be a feature on all entities, at present this can't be done for individuals where they are type "Other person". It's not always the case that the email is going to the primary email address which is likely to be that of the individual, you could be sending documents to an associated contact of the individual eg stockbroker/solicitor
2 votesThanks 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
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Lock working papers once reviewed
Working papers can be edited once it has been approved by a manager/partner. It would be beneficial to "lock" the file to prevent editing after approval, or once it has been approved, requiring a separate "document release" button within the WP screen that then allows editing but then requires the file to be approved once more. Thanks
13 votes -
Allow the Step Type 'Workflow Launcher' to be available in all Workflow Types
Currently the Step Type 'Workflow Launcher' is not available within Assignment driven Workflows, It is available in every other type of workflow except Assignment and Practice Managerment. By enabling another workflow to be launched within Assignment Workflows, this can improve communcation and interaction between departments and help with a smoother running of a practice.
29 votesThanks 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
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Reminder that licence is due to expire
When the licence for Review & Tag (Companies House filing) expires there is no warning given by the system. Therefore it will just lapse and suddenly the option to file accounts is greyed out and it took a while to work out why! (this happened to us on the 30th April! Can we have a pop up reminder when it is expiring like Accounts Production and other services do so at least people know why its not functioning.
7 votes -
Fix the way links work on CCH papers
If you create a link on a schedule such as Administrative Expenses, it creates a link on every single item on the page, as it is attaching the link to the range, rather than the line item you clicked to link.
This is extremely frustrating, when trying to justify where multiple figures on a document have come from and they're all pointing at the same thing.Again, a poor oversight on UX that is impacting us daily, and I'm sure many others.
7 votes -
Holdover Relief
Increase the available space in the fields to enter information for items 5 and 6 on 2nd page of the form. We can currently only include 60 characters in each field, which is not enough and there is plenty of room on the form itself for more.
6 votes -
30-day matching
Certain entities, such as offshore trusts, do not use the 30-day matching rule. It would be good to select to turn this off on certain dividend and CGT lists.
4 votes -
Allow viewing and zoom controls on prior period finalised working papers
Once a period has been finalised, everything gets locked down (which is good), however this extends to the viewing controls in Working Papers.
The entire pdf/excel/word viewer is locked down, rather than just the "edit" button. (Seems like lazy software development to me).This is then frustrating to review prior period documents for reference, as you can't even zoom in on them etc. I agree, buttons such as edit and checking out etc should be disabled, but the zoom controls and viewing the document shouldn't be locked down.
An extremely poor oversight for UX.14 votes -
Automatically define cost of sales, distribution costs and admin expenses on the detailed P&L
The process of tagging the detailed P&L is already quite time consuming despite the DPL tagging automation being in place but the software should at least be able to automatically define the expense type areas rather than it being a manual process.
6 votes
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