405 results found
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add Hours column to billing WIP screen
Add hours column to help with cilling descriptions, so you dont have to go elsewhere to run a WIP enquiry to get this info.
4 votes -
Detail in statement
Include billing expanation in statement. Invoice date and number is included in the statement but there's no way to add any detail and the clients come back asking what each invoice relates to. As the billing explanation isn't an included field the only way to do this is generate statement in Word and then manually insert invoice detail for each entry
4 votes -
Parent/Child billing - types
When you create a new parent, where say, the current parent has had a name change or has been superceded, but has been included in group billing, the type is 'Adhoc' which does not allow you to delete the parent nor some of the 'children'. When you do, next time you access the client, it reappears as Adhoc, even though it has been changed to Standard. Could the default not just be 'Standard' with some sort of indicator that it has a parent or child relationship elsewhere?
4 votes -
Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
4 votes
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email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
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 -
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 -
Support for Windows user profiles redirected to OneDrive
In testing when configuring a windows user profile to redirect the Documents folder to OneDrive this will result in errors and the inability to check out/open documents from within AA.
Adding support for OneDrive redirected profiles would be very useful
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 -
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 -
Report Scheduler
Can we add functionality that allows users to pre schedule the running of standard CCH reports that are used on frequent basis so that they can be auto generated & saved out for users to access at the appropriate time. This could be a significant time & cost saving for all firms by removing the need for users to spend time manually generating each time e.g. daily / weekly / monthly etc.
4 votes -
Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
4 votes -
Changing a property from an FHL to a regular let property
It is not possible to change the status of a property from FHL to regular rental and vice versa, so you have to delete the property record and start again if you want to change over. It would be good to be able to simply switch the property type.
4 votes -
Property Losses brought forward and carried forward in computations
It would be extremely useful to clients to show the property losses brought forward and carried forward within the schedules to the tax return in the property income section.
4 votes -
Associated contact details of open clients
Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.
4 votes -
Microsoft Power Platform Connector
CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.
For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.
4 votes -
Publishing to DM
When publishing directly to DM, please can we have the option to have the tax computation appear behind the CT600 as well as the existing way, where it appears at the front?
4 votes -
The ability to check HMRC CT600 submission status more than once: pending, accepted or rejected
Currently when submitting a CT600 if the HMRC servers are busy the current CCH advice is to close the screen after 4 minutes and wait for the email response from HMRC then update the CT600 status manually.
Could CCH change so when submitting a CT600 if no response is received from HMRC after a few minutes the software would set the status to pending, inform us to check again later and allow us to exit the online filing screen and then allow us to query the HMRC servers again for a response until either an accepted or rejected status is…
4 votes -
Page breaks to move notes onto a new page without having to make a format local
Particularly in charity accounts, often notes will span two pages and this can be unhelpful when comparing one year with another when the comparative details are on the next page. Sometimes this can then lead to the next note also being split over two pages.
In this situation, the solution is to make the note local and add a page break at the top of the page. This, however, makes the page a local format which then does not benefit from master pack updates until it is reverted to master.
It would be great to have an option to right…
4 votes
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