94 results found
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Tax Return Status
Adding Tax Return Status Field to CCH Workflow
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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.
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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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.
3 votes -
Be able to filter (eg office) on PT Batch update workflow and show the client name
You can batch update a PT workflow using Maintenance - Central workflow - Personal Tax - Batch update workflow but when you choose the step you want to update/the result you are just shown a list of client codes and you can't tell who the client is and aren't able to filter this by office or any other parameter.
The Batch assign workflow to Tax Returns option has a filter screen initially and then it shows the client name next to the code. Can we please have the same on the Batch update workflow option? It is impossible to sign…
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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In pick list on workflow view don't include inactive workflows in the choice
When you have the table on one of your views there is a pick list in the bottom right. The list includes all workflows, even those that are inactive.
Please could those be hidden if there is a tick in the maintenance screen to make them inactive. It would hide unused workflows and previous versions that are not needed.
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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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 -
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 -
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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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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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…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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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?
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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When "email already filed" message comes up add Doc iD in message
Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation
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 -
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 -
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 -
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 -
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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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
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