404 results found
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Finalising/locking documents in document centre as well as working papers
When finalising a year in accounts production the system locks the working papers so they can no longer be edited. However the document in working papers is linking to the document stored in the document centre which does not prevent edits being made to that document within here. Therefore the finalisation button and locking the working papers in accounts production is flawed. What would be good is that when finalising the documents are also automatically locked at the other end in the document centre at the same time so that you can view these as read only or be forced…
1 vote -
Ability to change the contact type of a client
We are unable to change a contact type (from LLP to Limited for example). I can see this makes sense where tax returns or accounts have already been produced, but it would be useful if we could make the change if they have not been created, even if bills have been raised, or at least have a work around or override option.
6 votes -
Running PDFs in Bills ready to print
Could you look into an issue I've been having recently where I can't generate PDFs of bills from the Bills Ready to Send section (either individually or in bulk)? I can generate PDFs of the same bill(s) if I go into each client individually in the Bills tab which is quite time-consuming if I have a lot to print.
Generating PDFs from the Bills Ready to Send has always been possible until the last few weeks when error messages have been thrown up ("failed" and "unsafe macro") and our IT department has been involved without success. Unfortunately, I can't upload…
1 vote -
Filter for closed clients in DM
It would be good to have a filter to exclude closed clients when searching documents at the global documents level
1 vote -
Add "Assignment Partner Department" field for Reporting
Add the field "Assignment Partner Department" in Smart Reports and Reports section
1 vote -
Tax Manager on Top 10 widgets
We have recently added a Tax Manager responsibility to the Assignments (Main) tab for each client to use to review WIP. We would like the ability to add Tax Manager (or other responsibility names) to added as an option on the Top 10 and Aged WIP widgets on the CCH home screen please. Currently only Client Partner, Client Manager, Assignment Partner and Assignment Manager are available. (See photo attached).
I see there was a similar suggestion entitled Responsibility Types posted previously which had 3 votes but has since been closed.5 votes -
The option for all employees records to appear in 'Employee Details' smart reports whether they've got an end date or not in their record.
We would like the option for all employees to appear in 'Employee Details' Smart Reports whether they've got an end date or not in their record. Further if an employee does have an end date on their account we'd want to also see that data on the report.
1 vote -
Link clients who are not spouses
When trying to share the rental income and expenses in CCH with clients, it only has the option to link another client who is a spouse. It would be helpful to be able to link clients who are not spouses - e.g. siblings.
21 votes -
Closed Assignments - Not Searchable in Doc Centre
When an assignment is closed you are then no longer able to search for it in the clients document centre.
It would be good to be able to search for any assignment type in the document centre regardless of the status3 votes -
Being able to reorder audit programmes at planning which is then reflected in the combined audit programmes
I would like any changes we have made to the order of the audit programmes to be reflected in the the combined audit programme, Currently the order is displayed by test type and not the same order as customise procedures.
2 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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Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.
This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.
8 votes -
digital tax
Please remove the orphaned Digital Tax > HMRC Authorisation option from maintenance menu in CCH Central. I have wasted 2x days authorising our DTA and just learned this option does not do anything for authorising DTA.
8 votes -
"Year End" on "Main" tab to show the year when reporting
When generating a "Smart Report" using the "Year End" date from the client "Main" tab the report presents the date in day and month format, but drops off the year.
It would be useful for the report to also show the year so that a list of year ends can be generated when the clients accounts are not being prepared through accounts production.
Seeing as the field on the "Main" tab does require a year to be entered I can only assume the report would need to be slightly adjusted.
I appreciate that this year would need to be manually…
2 votes -
It would be useful if the Tax Manager could have an email confirming a tax return had been approved as well as the person who sent it
it would be useful if the tax manager had a notification of returns approved and submitted as well as the person who has submitted them
4 votes -
Productivity pie chart filters
To be able to exclude certain timesheet codes from the productivity pie charts, e.g. to exclude annual leave
4 votes -
Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes -
filter home page tool by manager
Could you add the ability to filter the tasks home page tool by Manager. All other responsibilities are there except Manager.
3 votes -
1 vote
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Be able to use Jobs and Schedules for Planner
In stead of having to add a schedule to each assignment you should be able to use both to input something onto employee planner
3 votes -
CSI update 2022.200.10707
Since this update an extra fields warning pops up every time you file a document in CCH and change the Type - the pop up says "Type selection has changed the Extra Fields". I have been told that this is a new feature from the update that cannot just be switched off. If people are filing numerous emails and documents each day this pop up is going to (a) be very annoying and (b) cause extra time to file anything which adds up - its not acceptable that this cant be switched off. Please change this.
1 vote
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