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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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360 results found

  1. Description/Explaination for Bad debt in multi currency

    Similar to discription/explaination available on Adjustments it should be availble for Bad debt as well.

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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

  2. Client Default tab - 'Terms Type' - Is it possible to make 'Terms Type' mandatory during new client set up ?

    Client 'Defaul't tab - 'Terms Type'. Is it possible to make 'Terms Type' mandatory during new client set up ?

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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

  3. Allow macro enabled documents at master level

    We have been trying to create a master pack template for everyone to use. One of the main templates that we usually use and would like to bring in is macro-enabled but this is not supported in Working Papers currently.

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  4. Hi i was just wondering when ITS 52600 is likely to be fixed?

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  5. Job Settings - Frequency

    Can a Fortnightly Frequency be added as a choice for use with a Payroll workflow.

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  6. Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup

    Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup

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  7. Tax Description field that’s available in Fees > Sales Day Book Smart Report

    To be added into Reporting.
    Requested by Will Kendall at Nunn Hayward (Gerrards Cross)

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  8. Add the client code to step 2 of the billing wizard

    We would like to see the client code on the billing wizard at step 2 as we have multiple entities billed in one invoice.

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  9. Export Working Papers

    Would like the ability to be able to export Working Papers when exporting AP client data. Requested on behalf of Brendan Thorburn at Greaves West & Ayre

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  10. Reporting on last timesheet date by assignment

    We would find it really useful if we were able to report on the last timesheet entry date by assignment in the same way that we are currently ably to do by client.

    This would then help with data cleansing exercises where we look at assignments that have not had any time charged to them say for over 12 months - i.e. assignment to close.

    Is there any development going on with Smart Reports at present and if so is this something that could be added to the wish list - i.e. adding the last timesheet entry data to assignment…

    1 vote
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  11. WIP Enquiries that include Child do not show the Company Name of the Child only the Code

    Can a WIP Enquiry that includes "Child" display the company name as an option. Currently you can only choose the Company code, which is not helpful if you have a number of Child entities.

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  12. Ability to change the source when importing receipts via CSV

    When bulk importing receipts (Bookkeeping > Cash Posting > CSV Import,) there isn't the option to include the source of them - other than CSV
    - So we cannot report on how the receipt came in e.g. BACS
    It would be great to be able to include this, or change it from CSV.

    Requested by KNILL JAMES

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  13. SecTAX - Nominal Quantity

    With the increasing popularity of cryptocurrency, I am starting to have clients buying and selling Bitcoin for investment purposes. It would be useful to use SecTAX to record the purchases and sales. However, one Bitcoin is so expensive my clients only buy fractions of one Bitcoin. Could SecTAX be upgraded so that it would be possible to record less than one unit i.e., 0.0012345 for example.

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    Under review  ·  0 comments  ·  CCH CGT & Dividends  ·  Admin →
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  14. Restrict employee access

    Restrict access to employee records from the billing screen. Currently employee record can be accessed even though the permissions restrict in a different area

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  15. DPL tagging process and non numeric tags on wages

    Tags are being allocated automatically by the CCH on the DPL for wages. When accepting and clearing these a message pops up to say non numeric tags have been allocated and do we want to remove. If leaving them in it causes errors, removing means retagging. Support suggest this is the way that CCH is and to remove the tags. If tags are being auto allocated then can they be designed in a way which won't cause further errors.

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  16. Bulk update schedules

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  17. Running PDFs in Bills ready to print

    Could you look into an issue I've been having recently where I can't generate PDFs of bills from the Bills Ready to Send section (either individually or in bulk)? I can generate PDFs of the same bill(s) if I go into each client individually in the Bills tab which is quite time-consuming if I have a lot to print.

    Generating PDFs from the Bills Ready to Send has always been possible until the last few weeks when error messages have been thrown up ("failed" and "unsafe macro") and our IT department has been involved without success. Unfortunately, I can't upload…

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  18. Finalising/locking documents in document centre as well as working papers

    When finalising a year in accounts production the system locks the working papers so they can no longer be edited. However the document in working papers is linking to the document stored in the document centre which does not prevent edits being made to that document within here. Therefore the finalisation button and locking the working papers in accounts production is flawed. What would be good is that when finalising the documents are also automatically locked at the other end in the document centre at the same time so that you can view these as read only or be forced…

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  19. Add Bulk Update for Client Defaults

    It would be very helpful if the functionality to bulk update Client Defaults data e.g. Terms of Credit days was added. Thanks

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  20. Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates

    We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.

    We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.

    We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…

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    Under review  ·  AdminJess Lindo (Admin, CCH Software) responded

    Thank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.

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