386 results found
-
"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 -
Workflow Tasks
When a notification email is sent from a worflow, could the email be populated with the client ID as well s the task id
74 votes -
At-a-glance comparative to prior year's Tax Return
It would be massively useful to all practices to have a simple report/document that compares the Tax Return data to the last year so you can have an at-a-glance comparative. This will allow an effective review once the Return is completed, as well as helping to complete the preparation.
We currently keep track of all of the above on a paper template and I had hoped to use Return Review as a digital alternative, however I do not believe it is as useful as we hoped.
Return Review does what we need in part, but much of what is produced…
46 votes -
Allow bulk complete on multi-task workflow steps on the task homepage
We are currently able to bulk complete tasks on the task homepage, unless they are multi-action tasks, for example with a Yes/No outcome. It would save considerable time to be able to select numerous tasks and complete with an action box pop-up to ask if they are to be completed as a Yes or No in bulk.
42 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 -
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 -
Working papers - Functionality of moving/preparing working papers
It would be helpful if the working papers module allowed you to drag and drop working papers rather than having to use the 'move up/down' buttons. It would also be useful if we could highlight multiple papers at once and move in bulk. Additionally, if the software allowed us to mark several working papers as 'prepared' in one go, this would save a lot of time. Many thanks
40 votes -
Ability to convert accounts prepared in foreign currency
To provide the ability to prepare the corporation tax computation in foreign currencies.
36 votes -
Working Notes (like in Personal Tax)
Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.
36 votes -
File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
Permit additional file types to be used as document templates
CCH does not currently suport macro enabled excel templates to be stored within DM. Please extend the system to allow these,
32 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 -
Improve polling for accounts submitted to Companies House
We can see when accounts have been accepted by Companies House by checking Companies House, however CCH submissions database will still show as pending even if something has been submitted days/weeks ago. When you click on the blue pending hyperlink within the database it will then tell you it is accepted and change the blue pending hyperlink to 'Accepted'. When the database does it's polling can this field be updated so that it shows the correct position without having to manually update it.
30 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 the Step Type 'Workflow Launcher' to be available in all Workflow Types
Currently the Step Type 'Workflow Launcher' is not available within Assignment driven Workflows, It is available in every other type of workflow except Assignment and Practice Managerment. By enabling another workflow to be launched within Assignment Workflows, this can improve communcation and interaction between departments and help with a smoother running of a practice.
29 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
-
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 -
pdf individual documents
It would be great to have a PDF button (like the one in the bills screen) where you can select an document press PDF and it converts to a PDF for you. the current process is to save as to a location and upload back to the document centre
28 votes -
VAT reference box within main client tab
A box within the main tab for recording the client's VAT reference.
28 votes -
Ability to edit an associated relationship
Having the ability to edit the type of relationship a record has with another record on the associated page.
For example: Some users have incorrectly set up a relationship, they have chosen 'has mailing contact' where as it should be 'is mailing contact'. Having the ability to edit this would be useful because when the associated record has one click access the relationship cannot be deleted.27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
-
Invoice date
We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?
27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
- Don't see your idea?