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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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| CCH Central Suite |

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405 results found

  1. Bug fix for boxes displayed in Enter WIP Journals

    The boxes displaying client assignments on the "Enter WIP Journals" screen are, for many clients, too small to show anything but the client name repeatedly. They cannot be resized and support can offer no workaround, making it impossible to select the correct assignments. The client name is already shown in the box above anyway so doesn't need to be displayed again. This is a bug fix request rather than an enhancement but support directed me here. Please can you give me a timescale for the resolution of this issue?

    3 votes
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    0 comments  ·  CCH Central  ·  Admin →
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  2. Add Email button to Linked Documents screen

    It would be useful to be able to email documents directly from the Linked Documents screen, as shown in the attached screenshot.

    (A similar suggestion made by someone else was previously declined without an explanation, but I am posting this for re-consideration because it would speed up the workflow for many users.)

    3 votes
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  3. Direct filing to Companies House for Charity Accounts

    I have had confirmation from Companies House iXBRL department that electronic filing of Incorporated Charity accounts is now possible. We have a high proportion of Charity clients and would like to take advantage of this.

    When will this functionality be added to Review and Tag?

    3 votes
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    2 comments  ·  CCH Review & Tag  ·  Admin →
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    Under review  ·  Dean Shepherd responded

    Hi Colin

    Thanks for getting in touch.

    I believe we already have the ability to fully tag an incorporated charity using the correct taxonomy so I am not sure why we would not be able to electronically file the accounts.

    I will do some investigations and get back to you.

    Kind regards,

    Dean
    Dean Shepherd ATT CTA
    Senior Product Manager (Compliance)

  4. Prevent edits to TB's imported from AP

    At the moment, once a TB has been imported from AP into AA, users can still override and make manual edits to the trial balance.

    Once an import has been done from AP, the only way users should be able to modify the data is via journals.

    Please can you consider locking this done for AP imports.
    Thanks

    3 votes
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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  5. WIP enquiry screen layout - customisations being lost

    Currently it is possible to view the WIP enquiry screen from either the client record or an assignment record.

    Most of the time our users do this from the client record and they have customised the layout accordingly - i.e. comments column added, WIP grouped by assignment and job. Occasionally though there is a need to view the WIP enquiry screen from an assignment record say when viewing an assignment based report that has a tag for the assignment WIP enquiry screen - clicking on the link.

    The problem is when viewing the WIP enquiry screen from an assignment record…

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

  6. Multiply associations wont work with DM

    DM template will only pick up the first assocation on a client when attaching a smart report and not the specified associated within the report. Please can it see multipy association and not the first one in the alphabet which usually is/has agent of...

    3 votes
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

  7. Request for Dynamic Document ID on documents

    If using the save-as function to create a new document, the document ID does not dynamically update to the document id of the new document (currently it keeps the existing docuemnt id). Please would you make this function dynamic so it doesn't have to be manually updated. Thank you

    3 votes
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    Under review  ·  Evan Jones responded

    Thanks 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

  8. Ready to Print screen - Extra Fields

    It would be great if we could use field choose in the ready to print screen and choose extra fields

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

  9. wip approval items homepage control

    Since 2019.1 update, expenses and timesheets to approve are 2 different options. Previously they were available as 1 selection. Can an option be added to show both at the same time.

    3 votes
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    Under review  ·  Evan Jones responded

    Thanks 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

  10. Billing Tab Layout changed since last update would like it back to before.

    The latest update has change the amount of invoices on view when you go to the billing tab. You only see the last three invoices and need to scroll down to see any more. Before the last update you could see about 8 or more not sure why this has changed.
    Would like it put back, please.

    3 votes
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  11. Payment terms / days - to be set at transaction (invoice) level

    We would like to be able to apply different payment terms to specific types of fees that we issue to clients such as payroll fees.

    It would therefore be really helpful if we could apply the payment terms / days at transaction level when raising an invoice (say in Stage One of the Billing Wizard) overriding any default payment terms / days that have been applied at client level.

    This will then really help with our credit control process some of which is now automated and free up even more of our credit controllers time.

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  12. Upload to Multiple Codes Prevents Task

    If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
    Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
    This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
    We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  13. Historical timesheet changed by working hours amended

    A staff members hours remained the same but the shift pattern changed, this has then amended the hours required on previous timesheets including already posted & submitted timesheets. Very messy for looking back at timesheets as the hours worked don't match the hours required.

    3 votes
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  14. Support Microsoft 365 AutoSave functionality

    Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.

    3 votes
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  15. Reduction in scan quality

    The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
    Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.

    3 votes
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  16. When "email already filed" message comes up add Doc iD in message

    Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation

    3 votes
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  17. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  18. Employee Leave Dashlet - cannot drill in to leave types with negative balances

    We currently use two different leave types to manage TOIL as previously recommended - TOIL Accrued (negative entries) and TOIL Taken (positive entries). However, users are only able to drill in to the results of the TOIL Taken (positive entries) on their Leave Entitlement dashlet in the same way that they can drill in to their Holiday (positive entries) on this dashlet.

    Can a change be made to enable users to drill in to the results on all leave types regardless of whether the total balance is positive or negative? This would really help to improve our users experience of…

    3 votes
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  19. 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
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  20. 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
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