263 results found
-
Maintain specific audit paragraphs on roll forward/masterpack upgrade
We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.
We would propose that on master…
1 vote -
Billing explanation
It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.
3 votes -
AI in tax preparation.
I would like AI to speed up the entire tax preparation process, to help save time and reduce the likelihood of errors.
1 vote -
CT600 Signatory Box Linked to Contact/Client
Would it be possible to please link the CT600 signatory box to a contact/client record rather than it being a text box and requiring manual input? The reason being is simple, typos made by junior staff.
In accounts the directors must be set up as a contact/client so surely we can do the same for CT600.
If this is not possible for the on premises software can it certainly be considered for cloud, iFirm please?
2 votes -
Account Status Drop Down Field in Smart Reports
I want to have the Accounts Status field in smart reports to have the ability to show a drop down when running reports to show open or closed or all. At the moment this is not possible and would like to get this raised.
1 vote -
Consolidation functionality for charity accounts
Please expand the existing consolidation functionality in Accounts Production so it can also be used for charities. This would be beneficial to our clients.
5 votes -
Show permissions inside Audit Automation permissions groups and enable editing
At the moment there are different built-in permissions groups for audit automation but you can't see the specific permissions held within these groups, or edit them. It would be good to have better control/visibility of exactly what different groups can/can't do.
1 vote -
Enable document transfer directly from OneClick Documents and Document Centre
At the moment you need to download documents from document centre and then re-upload them to Audit. Now especially with eSign enabling documents to stay in Doc Centre and OneCLick Documents, it would save a lot of time and space if we could transfer directly between the two. We are trying to embrace Document Centre and move away from our Windows drive but the current system forces duplication.
1 vote -
add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent
It would be really useful if you could add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent.
1 vote -
Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in
Please amend it so that if you right click on a document in document centre that the one result that is returned is pre-ticked against document in question. In the Office addin for Word when you click checkin the identical looking box is pre-ticked and you just have to click the check-in button on the popup window.
I can understand why these aren't pre-ticked on the prompt when you exit the software to check documents back in as you might not want to select one of multiple documents but if the list contains one entry having to manually tick it…
2 votes -
Ability to report Employees' Departments list when more than one in the Employees' record
We would like to be able to report our employees' department list when more than one in the primary record for GDPR purposes. We set up various departments to restrict employees' access under GDPR rules 3 years ago, however we are unable to pull a report showing all the departments listed under each employee's records. Currently the report is only showing us the first line which is the 'primary' ticked department and not the others.
1 voteHi Marie. Thanks for taking the time to add this idea to Uservoice. I'll review this item again shortly in order to gauge support from other users.
-
Choice of delivery option in initial setup of client or contact
In the default tab of existing client there is a delivery option for invoices and statements to be sent by email or post with the default being post.
On initial setup of a client in step 7 of 8 there is no option to choose the default delivery meaning all clients get set to post it would be better if the option was available as this turns out to be a costly exercise until someone goes into clients separately to alter the default
13 votes -
Hide unused workflows from the homepage drop down
Adding on behalf of a customer.
Have an option to hide unused workflows from the homepage drop down
Potentially add a column called “Hide on homepage” in the standard workflows screen.0 votes -
Bulk update tax return status
There is no way to bulk update the tax return status bar. As there are some reports which only pick up tax returns with a certain status showing in the status bar, it would be useful to be able to bulk update this.
8 votes -
Extra fields for contacts (like clients) and jobs (like workflow)
Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
- Contacts (find contact screen) like we have for clients
- Jobs (job management) like we have for workflows3 votes -
Move the document management plugins folder out of Program Files
Currently every workstation prompts for an admin password when an update is installed that requires the document management plugins to be updated. Program Files (x86) is a restricted folder by default in windows and requires local admin rights to write to. Can we do something about this (maybe move the folder to ProgramData)? Going around every workstation is taking hours every time an update comes out.
3 votes -
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices so that all invoice templates are blank with the option of no text at all.
When raising an Invoice there are descriptions such as Total Time , Estimate or Miscellaneous Charge that appear in part 3 of the Billing Wizard. These are hard coded and as such I would like to see these altered to allow removal of all text .
Could there be an update rolled out so companies can opt out of any description text appearing at all .1 vote -
Tax Bundle to auto assign to the year you are doing to document centre
Tax Return Bundle when you publish to Document Management could it have the year you are completing set to automatically assign and file the job in that year - as at the moment it goes striaght to none and then you have to go into properties and move it to the year you are doing which is time consuming and fustrating
7 votes -
Better Export Options from The system
It would be beneficial if we could export lead schedules from AA in excel format or word, so they can be used outside of the system where appropriate. It would be beneficial if we could export anything (such as the planning packs) to either word or excel.
3 votesThank you for the suggestion. We will continue to monitor support for this idea.
Lamorna Harris
Senior Product Manager for Accounts & Audit
-
CCH email filing ADD-INS in new Outlook currently unavailable
Will the CCH email filing ADD-INS be made available in "New Outlook" which is web based. Various articles I've read state Microsoft is not planning to support COM ADD-INS, and encourages developers to switch over to Web Add-in based on OfficeJS.
12 votesWe are currently investigating how these Microsoft changes will affect Document Management. In the meantime please refer to our knowledgebase article CCH Document Management : New Outlook Plugin Support (wolterskluwer.co.uk)
- Don't see your idea?