405 results found
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Mail Merge - change handling of illegal characters in filename
If a client name includes either : or / (the same may apply on some other characters) then when running a mail merge to email with a smart report being attached (e.g. debtor statements) the merge fails on that client because the file name and path are invalid.
Can you include some error handling so that these characters are stripped out when generating the file path. We have several clients this applies to where the legal company name at Companies House includes one of these characters so renaming the client is not an option.
3 votes
Evan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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Address end date problem
When you apply an end date to an address for a client a box pops up asking iof you want to apply the same date to EVERY client that doesn't have an end.
This should be an admin function for when you move office and someting that is not availble to every user
We have just had someone apply it to over 800 clients in error3 votesEvan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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Can we have a core mapping for the Department field please
We use the department filed in Central to distinguish our teams i.e. Large Audit, Small business, VAT, Payroll, Tax. This functionality would make workbooks more focused. To make it work at the moment we employ a batch update to an Extra field that sync with WB. This is a fudge workaround requiring regular team member intervention and time.
3 votesEvan Jones
responded
Hi Kevin
Thanks for adding this to UserVoice.
I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.
Evan
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Efiling Emails and PDFs
currently, if you upload a PDF from 2019 then that is the created date that shows, however if you upload an email from the same date, the created date shows as today. Would be great if the created date could be the date of the actual email.
3 votes -
Be able to report on Documents from the Clients Documents tab
We are now linking pdf files to clients via the Documents tab.
There is currently no way to report on this, so there is no way to see which clints do or dont have the documents linked yet.
we should be albe to report on any data we have entered into CCH.3 votes -
When creating an invoice, the most recent invoice is at the top of the list when you get to print it
When creating invoices, when I get to the list to print, the invoice I have just created is not the one where the list defaults, ie the one with the arrow next to it. At the minute, say for example I've created 10 invoices over the course of a morning, every time I finish the invoice then go to print, it defaults to the first invoice created that day, not the most recent - this is higly infuriating - is there a setting to change and if not, why not?
3 votes -
3 votes
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Calender Entry Timesheet Daily Totals
When using the 'Calender Entry' settings for timehseet weekly completion the totals at the footer of the screen show the total time (hours or units depending on settings) worked for the week in progress.
It would be very useful to also be able to see the total daily time, either by highlighting a specific day or showing the totals at the bottom of each day.
This information is available when using 'Periodic Entry' so why not also 'Calender Entry'
3 votes -
Employee - Extra Fields - Document Templates
To be able to use extra fields on the employee records within Document Templates, although you can add them to the document - they do not generate any information.
3 votes -
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 -
Workflows at Assignment Level
We appear to be running into an issue where the Workflows aren't showing a true reflection of ongoing work.
We have three offices (Ascot, Fleet and Putney)
If we have an Ascot Client but someone in Fleet is doing an assignment on it this will not show on the Fleet workflow, it only shows on the Ascot one.
This is because the workflow view is looking at the responsibility level instead of the assignment level.
We would like a separate workflow to look at the assignment level rather than the responsibility level.3 votes -
Support for Windows user profiles redirected to OneDrive
Providing support for Windows user profiles redirected to OneDrive would be very helpful.
3 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 -
Changing document name in DM collapses propery window section if using "-" sign
Name of document when being changed in the properties tab causes the name section to collapse/disappear if we use the symbol "-" when changing the name of a document already in DM.
This symbol is very common and the name field should not disappear or collapse.
3 votes -
Add Comments to Scan Profiler fields
When using the Scan Profiler to task incoming post to staff it would be a massive benefit to be able to add comments to the Task. If you want to add comments you have to create the task, then go back into it and reassign to add them which takes far more time than it needs to.
3 votes -
Validating Tax Returns only once attachments have been added
When preparing a return for submission, the 'auto-refresh' feature of validation should be disabled or made optional. As it stands, validation occurs every time an attachment is added. A better approach would be to have a button that initiates validation only upon completion, which could save considerable time.
3 votes -
Edit Workflow
It would be great if we could have the ability to edit workflows that have already been started.
At present we would need to create a new workflow and then either terminate current workflows and add them to the new one or have them automatically moved to the new one upon completion of the current one. (Used for assignments and jobs).
3 votes -
Limit access to or remove the 'Remove All' option on job management screen.
When viewing the job management screen, within the 'assigned to' column, you can right click and remove all, which removes all the people within the assigned to column. If the individual didn't have their screen filtered to their jobs, they can remove the assignee from every job within the business.
This function is far too easy for someone to use, there should be more control in place.
Either:
1. Have an 'Are you sure' type yes/no box pop up when you click it.
2. Include it within the task permissions so we can limit who has the permissions to use…3 votes -
Tax on transition profits calculation
It would save a lot of time if there was a calculation showing how the 'tax on transition profits' figure in the tax calculation is reached. I believe at the moment there is no back up calculation of that so to check the figure it would have to be manually calculated.
3 votes -
Ability to view Extra Fields linked to documents in DM tab
You can add an extra field to a document when uploading to CCH, but you cannot then view the extra field in the main screen without looking in the properties of the documents.
It would be great if we could have a field chooser option to show the extra field in the main DM view.3 votes
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