405 results found
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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 -
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 -
The option for all employees records to appear in 'Employee Details' smart reports whether they've got an end date or not in their record.
We would like the option for all employees to appear in 'Employee Details' Smart Reports whether they've got an end date or not in their record. Further if an employee does have an end date on their account we'd want to also see that data on the report.
1 vote -
Add "Assignment Partner Department" field for Reporting
Add the field "Assignment Partner Department" in Smart Reports and Reports section
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
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