404 results found
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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 -
The process of filing to HMRC an companies house is far too time consuming
There should be a tick box option to choose which accounts to file to companies house and which to HMRC.
Having to create an iXBRL file twice is really frustrating. Especially when IRIS and tax calc do this already at a click of a button.12 votesThank you for the suggestion. We will continue to monitor support for this idea.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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Warning to restrict Foreign Tax deducted to Double Taxation Treaty amount
I understand that it is not possible for you to restrict foreign tax according to the Double Taxation Treaties. However, a warning to remind us to check if a restriction is necessary would be helpful.
5 votes -
Unable to delete clients and contacts linked to group billing
When trying to delete closed clients we keep getting the message 'This client cannot be deleted as it has taken part in group billing'
Can we please have a solution for removing closed clients linked to group billing?
ITS53653
14 votesThis is being worked on now
Evan Jones
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Company Authentication code
Company Authentication code - Is there any way you guys can include a new field in database where we can enter company authentication code so it makes easy for all of us while entering master data all the information is there.
8 votes -
Corporate Interest Restriction functionality to be added
Please can the software be upgraded to be able to deal with the Corporate Interest Restriction rules.
29 votes -
Allow documents/papers to be rolled forward on year-end, like notes.
Documents e.g. excel working papers or client info should be able to have a tick to roll forward on year-end like notes do.
It is a pain to have to go back through DM to re-add last year's papers.41 votes -
Have a simple button to file the submission report for the personal tax return into the document centre
It is a bit long winded to end up with a copy of the DTA or the submission report in DM when using personal tax. There is the option when either are open to create a PDF, open in word, print etc and it would be great if there was another option to file in the document centre. At the moment you have to go through several steps to get a copy into DM which seems not necessary as you are in CCH when you open it.
32 votes -
Add and deleting of assets
Please can you make this process a bit more user friendly. You have to do too many clicks into different screens and it just becomes cumbersome. Could you not just do a right click to add/delete. To delete an asset you have to go through 2 or 3 screens and then click delete twice, very time consuming from a users point of view
13 votes -
Be able to check in all checked out documents
The ability to check in all documents you have had checked out during the day would be fantastic.
This would add so much ease rather than having to go back through and remember which were checked out throughout the day which can be extremely time consuming.
12 votes -
By enabling users to be able to sign off more than once document at a time
It would be incredible helpful to be able sign off/review more than one document at a time. The signing off of documents individually is one of the most time consuming aspects of reviewing a file on CCH working papers.
24 votes -
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB.
As the comments made at planning stage will not be upto date as updates are made to the final TB figures
3 votes -
1 vote
Hi Joanna
The standard CCH Trust pages do not use Notes to the Accounts and include all the detail in the principle financial statements.
However the standard CCH Probate pages do include Notes.
The note number of specific notes can be picked up in a paragraph using a formula like :
Accrued income is shown in note {Note,note04ai}.The pages used to print the notes can be printed using a formula like:
… as shown in the Notes to the accounts on pages {NotePageRange,0}.One point that catches some users out is that you have to preview the full accounts to see note and page references; they are not visible if you just view one page.
Hopefully one or other of these formulae gives you what you are looking for.
Kind regards,
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
Why is there no APP for updating time records for remote workers
Why is there no APP for updating time records for remote workers?
A major selling point of CCH was its Time Recording system, if I have to go back to a spreadsheet when I am travelling the world, it kind of defeats the benefit
14 votes -
"Year End" field and "Next Accounts due" field on Main tab
Could a "Next Accounts due" field be added to the main tab and could a "Check with Companies House & Update" button be added similar to that in many Company Secretarial software programs. If you could also "bulk check and update" these fields this would make tracking of deadlines far simpler and avoid having to keep the same information in multiple places and manually updating it.
Thank you!78 votes -
Add Workflow Current Step
Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.
Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank
1 vote -
Compare actual expense details to TAPAs and be able to report on this
It would be really helpful if we could keep actual expense details on self employments or property for both us and our clients to compare to the TAPAs claim, especially as it is quite common fo clients to remember additional expenses after sending their initial information to us.
11 votesHi Clare
If we built in some business rules you could probably do that in Accounts Production but that seems a bit overkill for what is likely to be a very simple case.
Are you likely to be providing this type of client with a P&L? Or is it just a matter of putting figures into the tax return only?
Kind regards,
Dean
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
Ability to make old templates inactive
Allow old templates for Working Papers to be made inactive, so they are not on the list for selection when using working paper designer.
12 votes
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