125 results found

1. 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?

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   0 comments  ·  CCH Corporation Tax  ·  Delete…  ·  Admin →
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   Acknowledged  ·  System responded

   Thank 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

2. Billing Explanation

   It would be useful if we could edit a billing explanation after the bill has been posted, in case of a typo or other error.

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   Acknowledged  ·  System responded

   Thank 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

3. Losses, CAs, etc should roll forward automatically when an amendment is made in prior year

   We amended 2023 and that changed the loss c/f and the capital allowances c/f position.

   I expected CCH to automatically update 2024 with the new b/f figures but it didn't and there is no way to force it to do so. Manual override is required.

   Request: that CCH be updated to allow changed c/f figures to automatically update in the following year. Other software has done this for decades.

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   Acknowledged  ·  System responded

   Thank 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

4. 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

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5. Create an LLP format for IFRS entities, including FRS 101 exemption options.

   Create an LLP format for IFRS entities, including FRS 101 emption options.

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   0 comments  ·  CCH Accounts Production  ·  Edit…  ·  Delete…  ·  Admin →
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   Acknowledged  ·  System responded

   Thank 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

6. USER GUIDES

   As a new user to CCH but nevertheless an experienced use of accounts and tax production software I expect to have to refer to user guides to learn how the process works in this application.

   I could apply this following request to any of the modules.

   Most of the CCH user guides I have read appear to be written by programmers for their fellow programmers and lack the clarity for a user in a real live environment.

   My request is that all user guides should contain screenshot images of the processes to be used and followed as this will help ensure that the author has indeed followed the necessary steps they outline and thus avoid describing steps that either do not exist or are not possible.

   The author should also sign off on the document to say they have tested the processes they have described and confirm they work.

   Let’s leave CCH to address why this isn’t standard practice already.

   As a new user to CCH but nevertheless an experienced use of accounts and tax production software I expect to have to refer to user guides to learn how the process works in this application.

   I could apply this following request to any of the modules.

   Most of the CCH user guides I have read appear to be written by programmers for their fellow programmers and lack the clarity for a user in a real live environment.

   My request is that all user guides should contain screenshot images of the processes to be used and followed as this will help… more

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   Acknowledged  ·  System responded

   Thank 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

7. Change to Procedure Central.dbo.GN_RetrieveTeamEmploy

   When searching for owners in the Responsibility tab, it is currently not possible to enter a combined first and last name.

   Could you please update the stored procedure responsible for returning these results to support combined name searches? For reference, I’ve included a snippet of the SQL procedure currently in use, along with two additional lines that illustrate how I would approach filtering results to support this functionality as if I was the change owner.

   Let me know if you need further clarification or a full example.

   PROCEDURE [dbo].[GN_RetrieveTeamEmploy]

   ---

   Where
     (@CompanyId = 0 OR Stationed.CompanyId = @CompanyId)
     and (@OfficeId = 0 OR Stationed.OfficeId = @OfficeId)
     and (@DeptId = 0 Or Stationed.DepartmentId = @DeptId)
     and (@CentreId = 0 Or Stationed.CentreId = @CentreId)
     and (Employee.Inactive = 0 or Employee.Inactive Is Null or @IncludeDisableTimesheet=1)
     and (Employee.DisabledEmployee = 0 or Employee.DisabledEmployee Is Null or @IncludeDisableLogin=1)
     and (Employee.EmployeeId Not In (5,6,7))
     and ( (Contact.LName LIKE @SearchText + '%')
     Or (Contact.FName Like @SearchText + '%')
     Or (Contact.FName+' '+Contact.LName Like @SearchText + '%') -- New Line - check first + last
     Or (Contact.LName+' '+Contact.FName Like @SearchText + '%') -- New Line - check last + first
     Or (Employee.EmployeeCode Like @SearchText + '%'))
     and Employee.EmployeeId Not In.....
   THERE IS MORE CODE AFTER THIS

   When searching for owners in the Responsibility tab, it is currently not possible to enter a combined first and last name.

   Could you please update the stored procedure responsible for returning these results to support combined name searches? For reference, I’ve included a snippet of the SQL procedure currently in use, along with two additional lines that illustrate how I would approach filtering results to support this functionality as if I was the change owner.

   Let me know if you need further clarification or a full example.

   PROCEDURE [dbo].[GN_RetrieveTeamEmploy]

   ---

   Where
     (@CompanyId = 0 OR Stationed.CompanyId = @CompanyId)
     and… more

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   Acknowledged  ·  System responded

   Thank 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

8. 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 box for the field. It would be really useful to have the option to make it mandatory (or not) for either/or a Client or Contact record. Thank you for your consideration.

   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… more

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   Acknowledged  ·  System responded

   Thank 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

9. Assignment Frequency & Algorithm

   Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.

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10. Remove automatic bill authorisation by Managers

    Anyone with the 'Manager' responsibility can approve bills from the 'Bills to approve' homepage control - even if they have no authorisation given in the Employee record - it's coded into the software. With most practices now wanting only partners to approve bills this is rather dangerous! Can this please be removed so that only those employees with authorisation to approve bills given specifically in their employee record can approve and post bills?

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    Acknowledged  ·  System responded

    Thank 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

11. Task permission to restrict access to the Contact - Tax-related codes tab to prevent inadvertent changes to bank sort codes.

    Task permission to restrict access to the Contact > Tax-related codes tab to prevent inadvertent changes to bank sort codes.

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    Acknowledged  ·  System responded

    Thank 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

12. Bulk Create Employee Timesheets

    It would be very useful to be able to bulk create employee timesheets so that at the end of a week or month when you know individuals haven't done their timesheets, you can bulk create those that are missing, rather than having to go into each employee and create separately.

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    Acknowledged  ·  System responded

    Thank 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

13. 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.

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14. Remove 1 year default display date on WIP enquiry screen

    The newly introduced default display of only 1 year's worth of WIP on the Client Assignment Enquiry screen gives a false impression of the total WIP for the client. This is cumbersome and can lead to losses as it is no longer possible to quickly assess the client's WIP without manually changing the display default in each instance.

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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your 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

15. 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
    Dave

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    Acknowledged  ·  System responded

    Thank 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

16. Support Microsoft 365 AutoSave functionality

    Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.

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17. 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.

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    Under review  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

18. 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 workflows

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19. 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.

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20. Bulk Billing

    It would be very helpful if the bulk billing section worked rather than having to invoice individually

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    Under review  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded