105 results found
-
Adding Cash residue when starting a new portfolio.
When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta
6 votes -
Tax Return : Contact Records (Maintenance)
In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).
Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information
Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and…
6 votesYour submission is now under review
Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.
We appreciate your input and will keep you updated as we make progress.
Best regards
Product Development
Wolters Kluwer UK TAA
-
Holdover Relief
Increase the available space in the fields to enter information for items 5 and 6 on 2nd page of the form. We can currently only include 60 characters in each field, which is not enough and there is plenty of room on the form itself for more.
6 votes -
Remove Completed Jobs from Assignment Search and Job Management Homepage
An assignment search currently displays completed Jobs (even though the 'include completed jobs' box at the bottom of page is not ticked. Please could this be rectified as it's making managing reviewing open Jobs very difficult.
The same occurs in the Job Management homepage - completed Jobs are included.
6 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
-
Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject
The mail merge subject field is currently fixed text so we cannot customise for each client.
6 votes -
Display most recent linked email only
Would it be possible to only display the most recent linked email in the main search results rather than every one? The previous emails can be seen by clicking on the link number in any case.
6 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Warning to restrict Foreign Tax deducted to Double Taxation Treaty amount
I understand that it is not possible for you to restrict foreign tax according to the Double Taxation Treaties. However, a warning to remind us to check if a restriction is necessary would be helpful.
5 votes -
Operating leases report due to new regulations
Could we please have a way of reporting on clients who have operating leases either via a script or report.
5 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
-
5 votes
-
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
Microsoft Power Platform Connector
CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.
For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.
4 votes -
A report that shows Employees Task Permission
We would like to have a report where it shows all Employees and what Security Group they fall under
4 votes -
30-day matching
Certain entities, such as offshore trusts, do not use the 30-day matching rule. It would be good to select to turn this off on certain dividend and CGT lists.
4 votes -
SBA - date of eligibility for allowances
SBA
Frequently we find we have additions on which we don't claim SBA because they are not yet in use. However, a date is required so an estimate is used. Once the year has been rolled forward this date cannot be changed to the correct one.
Could this date be amendable in future years?4 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
-
Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
Associated contact details of open clients
Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.
4 votes -
exclude closed clients on smart reports
Enable smart reports to exclude closed clients
4 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
-
email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
4 votes
- Don't see your idea?