360 results found
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WIP Enquiry date ranges
We want to be able to filter the WIP on the WIP enquiry page to show the WIP between 2 dates. The current date range field only allows us to put in a date for WIP after a certain point, but the majority of our clients are billed for time up until a certain date (usually end of the month/quarter) which is what a lot of professional service firms would do.
2 votes -
Include fields for Engagement letter and ID in the main tab for all clients
i'm sure this must have been mentioned before but isn't it a bit stupid that the main tab has no field for the date of the enagagement letter for each client and a space to record what ID has been taken to comply with money laundering regs? this should also then link into things like accounts production? any reason why no one has kicked off about this before? one of many irks i'm afraid....
2 votes -
More field options for Suppliers
Can we have fields like telephone number, email address etc. available in the choose fields option - like we can on Clients? Also, the option to preview more information would be great
2 votes -
Adding new tasks to assignment template
When a new task code is created it automatically appears on any assignment template that uses codes and there ore has to be manually removed from those assignments that do not need/want that particular code. It would better if we were able to filter the addition of tasks just to the assignments we require.
2 votes -
Pop up warning user that other assignments on client are set to Invoice
When opening a new assignment on a client it would reduce a lot of error if there was a pop up box to tell the user that other assignments on that client are set as Invoice and not RFP.
We do have a report set up to monitor this but it can be too late if an assignment is opened and bill raised straight away.2 votes -
SA302
It would be better where the SA302 shows a tax refund for that figure to be in brackets to distinguish it from tax underpaid and to match the format of the figure for total tax due at the end of the document
2 votes -
Improve tagging when correcting tags in 1 set to avoid having to do the process twice
It is time consuming having to tag both the members set and the small companies filing set individually, especially when having to amend any tags. For example a common tagging error is when a note spans 2 pages (not sure why the software can't recognise this) so you have to delete, adjust and amend the tag in both sets doing it twice. It would be better if the software recognised any changes to tagging made in the members set and replicated these in the filing copy.
2 votes -
Set WIP limits
We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.
2 votes -
Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in
Please amend it so that if you right click on a document in document centre that the one result that is returned is pre-ticked against document in question. In the Office addin for Word when you click checkin the identical looking box is pre-ticked and you just have to click the check-in button on the popup window.
I can understand why these aren't pre-ticked on the prompt when you exit the software to check documents back in as you might not want to select one of multiple documents but if the list contains one entry having to manually tick it…
2 votes -
CT600 Signatory Box Linked to Contact/Client
Would it be possible to please link the CT600 signatory box to a contact/client record rather than it being a text box and requiring manual input? The reason being is simple, typos made by junior staff.
In accounts the directors must be set up as a contact/client so surely we can do the same for CT600.
If this is not possible for the on premises software can it certainly be considered for cloud, iFirm please?
2 votes -
Workflow homepage filters to be automatically added to colleagues' homepages
If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.
2 votes -
Manage Email Templates
Option to inactivate email templates so they would not be available for use.
2 votes -
Tasking Documents
can we have an enhancement to view the documents in a task without having to open the task, show documents and close task
1 vote
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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Workflow - create workflow on the creation of a draft bill
Whilst there is an option to start a workflow on the posting of a bill we would benefit from having an earlier start point when the bill is drafted so that it can be assigned to the appropriate staff member at the various stages.
It would need to be only at the point of the draft invoice being ok'd and not automatically on the creation of the billing wizard as sometimes these are aborted.
If it could follow into the 'Bill Posted' workflow that would be great but it it needed a new workflow created instead then that is not…
1 voteEvan 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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I need the short description on milestones to be longer. It's impossible to write enough to be clear what teh milestone is.
I need the short description on milestones to be longer. It's impossible to write enough to be clear what the milestone is. Why does the long decsription not appear anywhere?
1 voteEvan 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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Email Filing
in the email filing is it possible to add extra fields to be able to search
by UTR or VAT numbers - as when we get confirmations from HMRC it would be good if you could search by another source - I see on the email filing screen there is an extra field tab, but it doenst do anything (i thought it would pick up items that we had set up in there ie VAT number PAYE numbers)1 voteEvan Jones
responded
Hi Dawn
Thanks for adding this to UserVoice.
I’ll leave the suggestion about being able to search by UTR / extra field when filing into CCH Document Management on here so I can gauge the level of support from other customers.
I’ve asked our customer success team to contact you about adding additional fields to the client and contact search screens. You can also search by UTR by using the Personal Tax homepage control which many customers find useful.
Thanks for taking the time to add this suggestion.
Evan Jones
Lead Product Manager -
Saving into HR libraries
After spending half a day scanning HR documents in, I found out that you can't save them to the HR library. Could this be sorted please?
Thanks1 vote -
When bulk updating documents within a client, you normally do not want to have to search for the same client
When bulk updating documents within a client specific DM tab, step 1 of the field chooser should not have client/contact/assignment/job all on one line, as we have to then select the client again. in most instances we are not changing the client it is a bulk update of assignment and jobs that are done regularly, especially in relation to AP and working papers. Can this therefore appear as a separate item like other things on step one of the bulk update screen. Requested by Fozia Muddassir from Reddy Siddiqui LLP
1 vote -
Add keyboard shortcuts to client code search field
It is possible to add keyboard shortcuts to set focus to the client code search field. eg in Windows Copy/Paste is CTRL C and CTRL V. This would increase user efficiency.
1 vote -
Include middle name for document/email filing - more than one client with same name
We frequently get frustrated when filing bulk documents and emails when we encounter a name which is common to more than one client. Because we can only see the forename and surname, it isn't possible to know which one to file against. Is it possible for the pane to show middle names (obviously where available) as this would reduce the problem significantly.
1 vote
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