84 results found
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Ability to add custom algorithms or Ability to overtype standard job names
As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff
3 votes -
Client approvals
The software should be more streamlined in sending documents for approval, obtaining that approval and recording it on the system and then permitting the submission of those documents on the clients’ behalf.
This should apply to Accounts production, corporation tax and personal tax at least.
I appreciate users may have their own methods but what seems missing is a specific ‘send for approval’ and marking of ‘approval given’. If One lick is used then this should flow back to populate an approved box.
Thanks
Dave3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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.
3 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
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Mandatory Field Settings : Client vs Contact Record
When setting up Extra Fields for a client or contact, we have the ability to mark them as mandatory. However, the application of the mandatory status is applicable to the entire field and not whether it is a Client or a Contact field. For example, you may want an "industry type" as mandatory for a client, but not for a contact however, you'd still want to capture that information in both types of records. At the moment you create the extra field and make it applicable by ticking client and / or contact and then you tick the Mandatory tick…
3 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
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Upload to Multiple Codes Prevents Task
If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…3 votes -
Billing explanation
It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.
3 votes -
Reduction in scan quality
The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.3 votes -
Workflow Email Notification - Support Microsoft365 users
Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.
Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!
I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.
CCH Support Feedback : "All is correct, however these Email Notification to employees…
3 votes -
Bulk Billing
It would be very helpful if the bulk billing section worked rather than having to invoice individually
3 votes -
Set WIP limits
We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.
3 votes -
Tax Return Status
Adding Tax Return Status Field to CCH Workflow
3 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
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Extra fields for contacts (like clients) and jobs (like workflow)
Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
- Contacts (find contact screen) like we have for clients
- Jobs (job management) like we have for workflows3 votes -
New task permission for staff to re-open an assignment that's "on hold"
We need to restrict staff from opening up assignments that have been placed on hold. There is currently no permission on this so we cannot restrict it. Please create a new permission, similar to the one that allows staff to re-open closed assignments. Alternatively could you let admins have the ability to create permissions for their practice.
3 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
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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 -
Foreign tax credit re partnerships
Partnerships - Foreign Tax on Foreign Dividends - the income pulls onto the individual partners returns but the FTC does not, it then has to be added manually to the individuals return. This really should be pulling through
2 votes -
ability to see multiple Extra details on the client search screen where "allow multiple" has been selected for the extra field
It would be great to be able to choose extra fields with "multiple" options on the client search screen. They could be displayed as "optionA, optionB, optionC" for example (with character limits if required).
2 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
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Manage Email Templates
Option to inactivate email templates so they would not be available for use.
2 votes -
Replace 'Fixed assets' with '=AP("#term3")' in PPA note 100
On the Prior Period Adjustment note (note100), the term 'Fixed assets' on the BS tab, cell C8 to be replaced by the formula =AP("#term3"), as used in the SOFP.
This would then use the narrative 'Non-current assets' where applicable, instead of Fixed assets.
2 votesYour idea submission has been proposed
We’re excited to inform you that after reviewing your idea, our team has decided to propose it for implementation!
We believe it has potential and will keep you updated as we move forward with the next steps.
Thank you for your valuable contribution!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Add Additional Employees on Tasks
We would like the ability to assign a Task to more than 1 employee. Currently only 1 employee can be assigned a task but can we have the possibility to add more than 1 person?
2 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
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convert clients to contacts regardless of assignments
To convert a client to a contact instead of getting error "unable to do so because of assignments".
We still need to AML directors/shareholders of limited companies, who no longer have self assessment or wish to do their tax return themselves. Currently have to close the client and then create as a contact.2 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
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