404 results found
-
VAT reference box within main client tab
A box within the main tab for recording the client's VAT reference.
28 votes -
Allow Document Management templates to use Tables and Filters
At present any Excel templates in Document Management lose their Tables and Filters when a document is created. These are very useful features in Excel and we are likely to want to use DM to create working papers more and more. Particularly as Audit Automation is going to join Accounts Production in Central in the future.
At present these templates need to be kept outside of Central, which is not ideal.
29 votes -
Ability to convert accounts prepared in foreign currency
To provide the ability to prepare the corporation tax computation in foreign currencies.
36 votes -
Link client creation to money laundering service
Establish a link between client creation and money laundering, possibly using CCH Workflow to establish the rules
40 votesI’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.
This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.
More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.
If you would like to know more please email lamorna.harris@wolterskluwer.com
Evan Jones
Lead Product Manager
- Don't see your idea?