360 results found
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Change Employee Category to count in hours rather than days for staff who do not work the same hours per day.
Due to covid we now have 3 members of staff who have changed to part time and do not work the same hours per day. CCH cannot cope with the balances now on leave for these staff.
Employee categories need a standard day in hours stipulating and the employee leave tab only accepts days.
So if a staff member works 7.5 hours on a Tuesday but only 4.5 days on a Wednesday, taking a day off requires less hours on a Tuesday.
Can employees like this revert their employee category and employee absence tab to hours only to show the…4 votes -
Reporting on last timesheet date by assignment
We would find it really useful if we were able to report on the last timesheet entry date by assignment in the same way that we are currently ably to do by client.
This would then help with data cleansing exercises where we look at assignments that have not had any time charged to them say for over 12 months - i.e. assignment to close.
Is there any development going on with Smart Reports at present and if so is this something that could be added to the wish list - i.e. adding the last timesheet entry data to assignment…
1 vote -
Include fields for Engagement letter and ID in the main tab for all clients
i'm sure this must have been mentioned before but isn't it a bit stupid that the main tab has no field for the date of the enagagement letter for each client and a space to record what ID has been taken to comply with money laundering regs? this should also then link into things like accounts production? any reason why no one has kicked off about this before? one of many irks i'm afraid....
2 votes -
Bulk Billing
It would be very helpful if the bulk billing section worked rather than having to invoice individually
3 votes -
Tidy up smart reports/reporting
Currently there are lots of reports in Smart reports/Reporting tab some of which are useful, some of which are pointless and unsuable for any meaningful information unless heavily edited. I can hardly ever get the information I need easily or at the click of a button.
When creating reports some fields are unreportable on, for example employee charge out rates, you can only report on them from a WIP perspective, not just pull a report to see whos rate is what. We should be able to report on every field in some way or another.
I personally can't see the…
13 votes -
Export Working Papers
Would like the ability to be able to export Working Papers when exporting AP client data. Requested on behalf of Brendan Thorburn at Greaves West & Ayre
1 vote -
A report that shows Employees Task Permission
We would like to have a report where it shows all Employees and what Security Group they fall under
4 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Add the client code to step 2 of the billing wizard
We would like to see the client code on the billing wizard at step 2 as we have multiple entities billed in one invoice.
1 vote -
WIP Enquiry date ranges
We want to be able to filter the WIP on the WIP enquiry page to show the WIP between 2 dates. The current date range field only allows us to put in a date for WIP after a certain point, but the majority of our clients are billed for time up until a certain date (usually end of the month/quarter) which is what a lot of professional service firms would do.
2 votes -
Tax Description field that’s available in Fees > Sales Day Book Smart Report
To be added into Reporting.
Requested by Will Kendall at Nunn Hayward (Gerrards Cross)1 vote -
Tasks & Appointments Homepage - ability to add Job Name Column
As we use the Tasks & Appointments Homepage mainly as it is far easier to see exactly what "you" have to do, it would be extremely helpful to be able to add the "Job Name" or "Job/Schedule" to the page. It does not appear in the Field Chooser List - even though it does in other homepages such as Workflows & Job Sheets.
3 votes -
prebilling report
I think it would be useful to be able to run a report similar to "by month billing report" that shows how much WIP you are billing, writing off and carrying forward on a draft bill.
2 votes -
Externally opening and signing off non-previewable files such as CSV files
Make it possible to sign off non-previewable documents such as CSV files within working papers by either just allowing signoff (i.e. prepared by role) - you can't import a XLS/XLSX file into AP only CSV so we want to be able to store the "source" import file in WP but at the moment you can't preview it as CSV aren't supported, there is now way to check it out to open it externally in the default application or sign the file off. I don't really care how you render a CSV, a spreadsheet would be nice clearly but if you…
3 votes -
Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup
Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup
1 vote -
Update "Client Team" automatically when assignments are closed
When an assignment is created, the assignment manager is automatically added to the client team that is visible to the client if they are on OneClick.
It would make sense if they were also automatically removed from the client team when that assignment is closed or deleted.7 votes -
Disable an employee without selecting a replacement
When an employee leaves the practice we should be able to disable their login without selecting a replacement. We will never replace one member of staff with another across the board, their client list is usually shared out amongst other employees. At the moment we have to select a replacement and then manually enter every single client to change it on the client team.
Instead we should be able to disable their login without selecting a replacement, thus removing them from the "client team" (visible to clients on OneClick) on all clients.7 votes -
Add keyboard shortcuts to client code search field
It is possible to add keyboard shortcuts to set focus to the client code search field. eg in Windows Copy/Paste is CTRL C and CTRL V. This would increase user efficiency.
1 vote -
Add the ability to mark a centre as inactive
If you use Power BI to report on various parts on CCH there is an issue with not being able to filter out old Centres. There is no way to identify only the current ones. Could an 'inactive' field be added so that these can be marked in CCH and then filtered out in Power BI.
3 votes -
You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre
On document Centre you shouldnt have to scroll or go through a number of pages. There should be an option to collapse or expand all folder.
9 votes
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