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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.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

| CCH Central Suite |

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404 results found

  1. Description/Explaination for Bad debt in multi currency

    Similar to discription/explaination available on Adjustments it should be availble for Bad debt as well.

    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

  2. Workflow can auto update Responsibilites

    Have a step that auto updates a chosen responsibility to the person that completes the step or the step before.

    7 votes
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    0 comments  ·  CCH Workflow  ·  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

  3. Ready to Print screen - Extra Fields

    It would be great if we could use field choose in the ready to print screen and choose extra fields

    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

  4. Workflow owner

    Allow a change to workflow owner eg staff leave and have created workflow and some steps can default to the workflow owner

    12 votes
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    1 comment  ·  CCH Workflow  ·  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

  5. Foreign tax credit re partnerships

    Partnerships - Foreign Tax on Foreign Dividends - the income pulls onto the individual partners returns but the FTC does not, it then has to be added manually to the individuals return. This really should be pulling through

    2 votes
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    Under review  ·  1 comment  ·  CCH Personal Tax  ·  Admin →
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  6. Configure defauly assignment and document type for system generated documents

    Where a tax return or set of accounts is published to DM, have the ability to set the assignment it should be tagged to as well.

    15 votes
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    3 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

  7. Enable Version and Audit Trail for 'Permanent' and un-editable documents

    If a document is uneditable, you are uable to edit / use any properties, when the ability to view the Audit trail and Versioning (permissions permitting) would be extremely useful.

    1 vote
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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

  8. Request for Dynamic Document ID on documents

    If using the save-as function to create a new document, the document ID does not dynamically update to the document id of the new document (currently it keeps the existing docuemnt id). Please would you make this function dynamic so it doesn't have to be manually updated. Thank you

    3 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

  9. Invoice date

    We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?

    27 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

  10. extra narrative field for cash book payments

    Can we have an extra field for cash book payments? At the moment all payments have the same narrative as what is typed in the description box but if you are wanting to split the payment to different nominals, it would be good to have an extra field so each transaction has more detail.

    2 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

  11. Notification to team members on a job and not just the partner

    It would be helpful if rather than notifying the partner it notified another member of the team, generally it is only managers and team members who are concerned in the workflow being updated and moving work forward rather than the partner.

    5 votes
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    0 comments  ·  CCH Workflow  ·  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. Editable Text field to show on Workflow homepage

    It would be very useful to have a field to add notes that is NOT linked to a particular step; but the workflow as a whole. Then the partner/manager can see any issues affecting that workflow without having to drill into the individual steps of the workflow each time.

    15 votes
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    0 comments  ·  CCH Workflow  ·  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. Group Tab - Ad Hoc Entries

    Since 2019.3 we now have displayed Ad Hoc entries on the group tab which are meaningless to the client. Historically we allocated a number of WIP entries to Est To Complete via a nil bill across multiple clients.

    Because of this we now have meaningless Ad Hoc Parent and Child references which we cannot remove.

    Please can we have the facility to remove these Ad Hoc entries as appropriate.

    12 votes
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    Under review  ·  1 comment  ·  CCH Practice Management  ·  Admin →
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  14. extra fields

    Drag in Extra Fields into Contact Search, Like you can with Clients already.

    8 votes
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    1 comment  ·  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

  15. Multiply associations wont work with DM

    DM template will only pick up the first assocation on a client when attaching a smart report and not the specified associated within the report. Please can it see multipy association and not the first one in the alphabet which usually is/has agent of...

    3 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. Activate Working Papers

    The "Activate Working Papers WP" Icon should be a tasked permission and not availabler to everyone to activate as once it is activated, it cannot be reversed.

    4 votes
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    Under review  ·  0 comments  ·  CCH Working Papers  ·  Admin →
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  17. Filing Accounts at Companies House

    Anyone else find it totally infuriating that if you go to file accounts at companies house and they fail because you have used the wrong authentication code, that - 1. you have to log right out of CCH entirely and then log back in to try again otherowise it uses the same incorrect code - and 2. that in the second year of filing you have to put the darn code in again - it doesnt retain the codes you enter? what a waste of my time!!! this needs sorting - along with the issue of the Filer showing that…

    6 votes
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    Acknowledged  ·  0 comments  ·  CCH Corporation Tax  ·  Admin →
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  18. Right click delete and split options

    Could consideration please be given to not have the “delete” and “split” options below each other on the right click option menu? Users have reported that they find it quite easy to delete when they meant to split a document. Maybe the “delete” option could be moved to the top?

    12 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

  19. Ability to edit an associated relationship

    Having the ability to edit the type of relationship a record has with another record on the associated page.
    For example: Some users have incorrectly set up a relationship, they have chosen 'has mailing contact' where as it should be 'is mailing contact'. Having the ability to edit this would be useful because when the associated record has one click access the relationship cannot be deleted.

    27 votes
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    2 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

  20. Repeat Billing - to allow both estimate to complete and misc charge on one bill

    We should be able to add a misc charge and estimate to complete on the same bill when using the repeat billing facillity.

    8 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

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