360 results found
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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 -
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 -
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 -
Bulk Billing
It would be very helpful if the bulk billing section worked rather than having to invoice individually
3 votes -
Add Powerpoint files to the DM template
It would be really useful to be able to add Powerpoint files to the DM templates instead of just standard Word and Excel.
3 votes -
Ability to set default nominal code across all practice companies
We have set different nominal codes for each assignment, however, this only appears as the default for our main company. If we set up a new assignment and change the company to one of our sister companies the default nominal reverts back to "Fees". It would be a lot less work, and leave less room for error, if we could set the default to carry through all of our companies.
3 votes -
Need more Addressee Merge Fields
Add AddresseePref, AddresseeFirst, AddresseeMiddle, AddresseeLast name fields so letters can be addressed to specific addressees at companies without typing the prefix and name in.
3 votes -
Delete working papers created
When rolling forward working papers are created and filed automatically in DM, however, there is no option to delete the WP in DM if we have to delete an accounting period, which does happen, so we end up having a duplicate set of WP in DM
3 votes -
Creating PDF from document in the document center
When creating a PDF from a document in the document center, the only prompt is for Assignment and Job, can it also default to the "File name" and "Type" of the original file being converted. We are having to change these fields later on. It would be ideal to get the normal profiling window so we can set this as needed at the same time.
3 votes -
Password protection
There is no way to include a document password in the document properties. When you create an extra field for a password this means that there is only one password whereas incoming documents could have a different password from outgoing documents. If there was the ability to enter the password in the properties section of the document then passwords could be document specific
3 votes -
Be able to use Jobs and Schedules for Planner
In stead of having to add a schedule to each assignment you should be able to use both to input something onto employee planner
3 votes -
filter home page tool by manager
Could you add the ability to filter the tasks home page tool by Manager. All other responsibilities are there except Manager.
3 votes -
Add next accounts made up to date in CCH Company Secretarial
Can the next accounts made up to date be populated from Companies House Data. The ARD and filing deadline are there but it would be very useful to be able to report on actual year end dates.
3 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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e-PAY Integration with Crezco (BACs payment) similar to Stripe (card payments)
Have an integration with Crezco on bills for BACs payment similar to the e-pay integration with Stripe
3 votes -
Issue with scaling on drop down filter menu in DM.
In Document Centre, when trying to filter in the search area, the drop down menu doesn't show the complete list. It's hard to explain without an image, but the list becomes transaparent and then only shows the items the mouse is selecting.
This is relating to a drawing issue affected by scaling in display settings for a specfic monitor. If the monitor is not set at 100% scaling, regardless of the resolution, then this appears to occur.
There is a script fix available should the problem occur. However, please can this fix be built into an update rather than have…
3 votes -
Invoice numbering not sorting correctly when invoice numbering reset in Fully Billing History
Our invoice numbering was reset due to a fault with Central and when we restored the numbering sequence to match our original invoices, the invoices that were created afterwards don't sort correctly in Full Billing History.
So instead of them following eg 1, 2, 3, 4, 5 etc (in ascending order) they might look like 5, 1, 2, 3, 4 where 5 is an invoice after the reset.
3 votes -
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list?
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list? For example, we have an assignment called 'Monthly Accounts' and then there is a job under this assignment for every month of the year. We are over a year into using CCH and the list of every job is getting longer! in 4 years time, we are going to have to scroll through 4 years of monthly jobs when raising an 'estimate to complete' on an invoice which is not very user friendly!
3 votes -
Do not allow £0 bills to be sent to clients
It should not be possible to send out £0 bills (write offs) to clients or at the very least there should be a setting that can be ticked to disallow this.
Currently you have to rely on Accountants changing the method at stage 3 to Post and not email to prevent them being sent out but the Accountants don't actually send the bills so they don't pay much attention and can't be trusted to do this! There's also a big risk of human error here and on a number of occasions £0 bills have been sent out and we've had…3 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 -
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
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