360 results found
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Client To Do Tab & Tasks & Appointment Tab have Job Column
We use Assignments, Workflows, Jobs, Unfortunately we cannot add a "Job" column and therefore although you have the workflow name you cannot tell which job it relates to.
1 vote -
CSI update 2022.200.10707
Since this update an extra fields warning pops up every time you file a document in CCH and change the Type - the pop up says "Type selection has changed the Extra Fields". I have been told that this is a new feature from the update that cannot just be switched off. If people are filing numerous emails and documents each day this pop up is going to (a) be very annoying and (b) cause extra time to file anything which adds up - its not acceptable that this cant be switched off. Please change this.
1 vote -
Filter for closed clients in DM
It would be good to have a filter to exclude closed clients when searching documents at the global documents level
1 vote -
Document Centre - Additional Tab for Author
Could an "Author" tab be included as a field in the Document centre. This causes us issues after an email has been filed, as it only shows the client partner but not who the author is, so when trying to find an email it makes it harder to find, as you have to open up each email just to see who it was sent by. We have tried using the "From" tab, but this still doesn't show the correct information we after.
1 vote -
Select current main address, not future address
When creating a new document it would make sense if it pulled in the current main address of the client. In some instances we need to forward date an address for a client that is due to change in the future. When creating a document it pulls in the future address, which is incorrect. Yet when creating a bill, the current main address pulls in as it should.
If it's not possible for document creation to work as it should then maybe remove the ability to forward date an address.
1 vote -
Retain document name when creating a pdf from a word document
When creating a pdf from a word document in document centre, it seems pointless that the name of the document is not retained, and changes to the date. Can a setting be introduced so it retains the original document name.
1 vote -
link emails sent internally
If someone@accountant.co.uk sends an email to another@accountant.co.uk DM does not show "another" that "someone" has already filed the sent email. If both "someone" and "another" had received the same email they would get a warning when the second person tried to file it. Would be useful for managers (for example) to be able to know that the sent email had been filed without duplicating it as a received email.
1 vote -
Add Company Name and Code to list of Word Merge Fields
Would be useful to have the Company Name and Code available in the list of merge fields when creating a Word template. We have several companies setup in Central which need different wording in the footers and we can only determine the company via the Office Code at the moment.
1 vote -
Accrued interest payable nominal - non current
There is currently no non-current accrued interest payable nominal. There needs to be a non-current equivalent to 8094 disclosed in non-current liabilities that has the same non-cash effect to the cashflow as nominal 8094.
1 vote -
To be able to send CT returns with IR Mark straight to Document Management so can send on for approval via One Click
I would like to send the return with IR Mark to the client for approval. However, if I try to send a return from the Online filing section direct to Document Management it goes into a zip folder and so it can't be sent onto the client for signature via One Click. Printing to pdf, saving somewhere then uploading is far more cumbersome and increases the risks of the wrong return being sent out.
It is very frustrating that you design a simple method for sending documents but design it so that it isn't useful.1 vote -
Assignment Closed Date
On closure of a Client it currently overwrites the date on already closed assignments. When closing a client simply add the date of closure to any open assignments.
1 vote -
Option to leave client gender blank
It's common now to be able to select 'prefer not to say' or have an 'other' option. Even just being able to leave it blank would help. We don't want to put a client off by not being inclusive.
1 vote -
Ability to remove assignment partner name in assignment templates
Currently if you insert a name in the assignment partner field in Assignment Templates in Maintenance you are unable to remove the name which was mistakenly selected and keep the field blank as it originally was.
This now means I have to make the assignment template inactive and set it up again which clutters our assignment template list.
1 vote -
OneClick Status Colours
OneClick Activation Status Icon Colours - On "Find Contacts/Clients" icon is either Green for Activated or Grey for not activated. However within the Client the Icon is always green if they have been invited, whether that is activated or pending. Also when you close a client OneClick has to be either suspended or deleted but on the search Contacts/clients the icon is still Green. Status would be easier/clearer to see if had Activated, Pending, Suspended or Closed colours.
1 vote -
Batch Update Workflow Enhancement
We would like to be able to select some filtering options and see client names as we do when using the 'Batch Assign Workflow to Tax Returns' (in Maintenance> Central Workflow>Personal Tax (ref screen shots 1 and 2) to the 'Batch Update Workflow' process as currently we only have client codes showing (ref screen shot 3) which is not sufficient when working on updating 100 clients/ 6000 clients for instance. It is not filtering our clients list enough to help make a quick workflow bulk update as we have to scroll through the whole 6000 clients UTRs to chose our…
1 vote -
Add Workflow Current Step
Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.
Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank
1 vote -
1 vote
Hi Joanna
The standard CCH Trust pages do not use Notes to the Accounts and include all the detail in the principle financial statements.
However the standard CCH Probate pages do include Notes.
The note number of specific notes can be picked up in a paragraph using a formula like :
Accrued income is shown in note {Note,note04ai}.The pages used to print the notes can be printed using a formula like:
… as shown in the Notes to the accounts on pages {NotePageRange,0}.One point that catches some users out is that you have to preview the full accounts to see note and page references; they are not visible if you just view one page.
Hopefully one or other of these formulae gives you what you are looking for.
Kind regards,
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
Staff expense attached documents new in 2019.2 to export to Twinfield
With the new employee expense sheet ability in 2019.2 to add a document, we have achieved this in Central, but have an additional request. We use Twinfield and export our expenses out of Central into Twinfield purchase ledger which are posted directly to nominals. Can the attached document in Central export to Twinfield and be able to view from the cost posted in Twinfield on the nominal account?
1 voteThanks 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
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Descriptions in Central do not export line by line into Twinfield even in 2019.3
Sales invoices which are now automated export in 2019.3 still do not export the descriptions, line by line into Twinfield. The description only comes over in the 1st line only.
This is the same with expenses.
After each export, we have to go into each transaction and enter the description into the blank field as the transaction history is blank when users are looking for an analysis of a nominal code.
See attached code which is blank....1 voteThanks for taking the time to add this to UserVoice.
There are no plans to implement this.
Evan Jones
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Enable Version and Audit Trail for 'Permanent' and un-editable documents
If a document is uneditable, you are uable to edit / use any properties, when the ability to view the Audit trail and Versioning (permissions permitting) would be extremely useful.
1 voteThanks 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
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