125 results found
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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.
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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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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Bulk Update Assignment Office and Department
We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually
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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Bulk Billing
It would be very helpful if the bulk billing section worked rather than having to invoice individually
3 votes -
Ability to tick and move a step along in bulk for several workflows together from homepage - at the moment we have to move them along
We should be able to tick several workflows on a homepage and move the step along in bulk. This saves time rather than doing them one by one, especially like the homepage of personal tax workflow and update steps like "request info", received info" etc. This will help speed things up. Even bulk "submit to HMRC" from 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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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 -
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 -
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.
3 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
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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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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.
2 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.
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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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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Xero. We would like an integration between Xero and the CCH WIP system.
We have a Xero invoicing / book keeping system. We would like an integration between Xero and the CCH WIP system. We currently have to raise invoices twice, once on CCH to pick up the WIP and then again on Xero. Same with payments in, we allocate on Xero, then duplicate to allocate on CCH. It would be an incredibly useful feature and would save a lot of time. It would also be an attractive feature to new customers of CCH.
2 votesYour idea submission has been started
We’re pleased to inform you that, following a thorough review and proposal, work on implementing your idea has started.
We’re excited to implement your feedback and will keep you updated as progress continues.
Thank you again for your valuable input!
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 -
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 -
Manage Email Templates
Option to inactivate email templates so they would not be available for use.
2 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.
2 votes -
More obvious indicator of clients that are on hold.
We need a more obvious indicator of clients that are on hold due to debt. Please can the assignment status show on job management?
Please can you also make the "Account Status" field visible in the Find Contacts search screen as well as Find Clients.
And maybe even make the whole account show in red?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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Reporting on basis period transition
We have been unable to find a way to extract a list of clients who have an entry in boxes 16.1 or 73.1 on their returns - relating to profit/loss on the transition part of the basis period, for partnerships and sole traders respectively.
I raised the case with support, who advised me to bring it up here as there's no way to report on that in the system. I have also been unable to find these entries in the database, so if there is an easy enough way to extract this information using SQL Server, please just let me…
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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Repeat billing automatically allocates WIP to the next open job in the job schedule
Repeat billing automatically allocates WIP to the next open job in the job schedule - please see case number 08881244. Currently when a bill is repeated it is allocated against the previous job (that the original bill was raised against) that has since been closed, rather than the current open job.
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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