360 results found
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finance costs box 44
The description for box 44 in the land and property data entry screen is "Residential finance costs not included", however, even if the entirety of the finance costs incurred are included and utilised during the current year, they are still included in this box. The total of the finance costs are still included in this box if they are not utilised. Either the description of the box needs to be updated, or there need to be two separate boxes to show finance costs included and finance costs not included.
1 vote -
Foreign employment income
If you enter foreign employment income which is not taxable in the UK, this shows on the tax computation as 'allowable expenses'. This is a misleading narrative which should be changed.
1 vote -
Data field for Trust Registration Service URN in Trust and Estate records
It would be useful to have a data field in the main client record near the UTR field for the Trust URN for non taxable Trusts. At present we are saving documents with this info on into the permanent assignment but it should really have a field of it's own to make it easily accessible to us where we are engaged with clients to update TRS for non-taxable trusts.
1 vote -
Data field for CGT reporting account reference in client records
It would be useful to have a data field in the main client record for the CGT reporting reference in the same location as the UTR on a client record. It would then also be useful for this reference to be able to be pulled through the the CGT screen.
At the minute we are having to save this in the DMS so we have access to it where we are engaged to do CGT reporting for a client but it would be useful to have this in a field which is easy for us to access as and when…
1 vote -
Filter Limitations
I built a smart report which showed the client, assignment name and the total hours for the assignment.
I then wanted to filter it by the Employee Dept.
The I needed to exclude a couple of departments, when i added the syntax for not including the two assignments it then dropped the filter for the Employee Dept.
When I spoke to CCH the only way round this was to exclude an assignment in the Assignment code and then the other in the assignment name.It would be good if we can have multiple filters on a report where we can…
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Jobs automatically added when an assignment is added
I would like to be able to set up an assignment which has specific jobs attached to it so when it is added to a client, the jobs automaically add.
For example, every client has an admin assignment to which we always add 3 specific jobs. It would make the client set up process simpler if i could add the jobs to the assignment template so they add in automatically.1 vote -
Ability to export expense attachments
Expense attachments should be downloadable/exportable from CCH.
When an employee attaches receipts to their expense claims, you should be able to press 'Export' in the ribbon and it export both the spreadsheet of details and all of the linked attachments. We need this in order to upload the information to our financial management system1 vote -
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices so that all invoice templates are blank with the option of no text at all.
When raising an Invoice there are descriptions such as Total Time , Estimate or Miscellaneous Charge that appear in part 3 of the Billing Wizard. These are hard coded and as such I would like to see these altered to allow removal of all text .
Could there be an update rolled out so companies can opt out of any description text appearing at all .1 vote -
Ability to report Employees' Departments list when more than one in the Employees' record
We would like to be able to report our employees' department list when more than one in the primary record for GDPR purposes. We set up various departments to restrict employees' access under GDPR rules 3 years ago, however we are unable to pull a report showing all the departments listed under each employee's records. Currently the report is only showing us the first line which is the 'primary' ticked department and not the others.
1 voteHi Marie. Thanks for taking the time to add this idea to Uservoice. I'll review this item again shortly in order to gauge support from other users.
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Account Status Drop Down Field in Smart Reports
I want to have the Accounts Status field in smart reports to have the ability to show a drop down when running reports to show open or closed or all. At the moment this is not possible and would like to get this raised.
1 vote -
AI in tax preparation.
I would like AI to speed up the entire tax preparation process, to help save time and reduce the likelihood of errors.
1 vote -
Maintain specific audit paragraphs on roll forward/masterpack upgrade
We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.
We would propose that on master…
1 vote -
Mail Merge from lists
Currently one can only add to a mail merge list we would like to be able to delete a client from a list
1 vote -
Saving documents in .docx rather than .doc
At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.
1 vote -
Mail/email merge from report/smart report
When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group
1 vote -
ITS 51077 MergeField not picking up values
The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.
1 vote -
Partnership - Contacts - Employee
Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.
1 vote -
Merge Document save as PDF
On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.
1 vote -
Email encryption
Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.
1 vote -
Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
1 vote
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