360 results found
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The ability to bulk update office and/or department on assignments
Could we have a bulk update option for Office and Departments for Assignments similar to that on the Client tab's bulk update options? It doesn't really make sense to be able to update the client records but for each assignment that will need to be updated, we have to go in to each assignment on each affected client and manually update offices and/or departments which can easily take up a lot of time.
13 votes -
Be able to check in all checked out documents
The ability to check in all documents you have had checked out during the day would be fantastic.
This would add so much ease rather than having to go back through and remember which were checked out throughout the day which can be extremely time consuming.
12 votes -
Right click delete and split options
Could consideration please be given to not have the “delete” and “split” options below each other on the right click option menu? Users have reported that they find it quite easy to delete when they meant to split a document. Maybe the “delete” option could be moved to the top?
12 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Pinning documents to the top of a clients document centre
The abilty to pin a document in the client document centee would be really useful. For instance I have a document that i use each week for a client but over the last year it has fallen way down the page on the document screen due to other documents being uploaded to the client.
12 votes -
Ability to make old templates inactive
Allow old templates for Working Papers to be made inactive, so they are not on the list for selection when using working paper designer.
12 votes -
Workflow owner
Allow a change to workflow owner eg staff leave and have created workflow and some steps can default to the workflow owner
12 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Sorting active workflow tasks, on home page by due date of individual step in progress
It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.
12 votes -
Group Tab - Ad Hoc Entries
Since 2019.3 we now have displayed Ad Hoc entries on the group tab which are meaningless to the client. Historically we allocated a number of WIP entries to Est To Complete via a nil bill across multiple clients.
Because of this we now have meaningless Ad Hoc Parent and Child references which we cannot remove.
Please can we have the facility to remove these Ad Hoc entries as appropriate.
12 votes -
The process of filing to HMRC an companies house is far too time consuming
There should be a tick box option to choose which accounts to file to companies house and which to HMRC.
Having to create an iXBRL file twice is really frustrating. Especially when IRIS and tax calc do this already at a click of a button.12 votesThank you for the suggestion. We will continue to monitor support for this idea.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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Option to turn off duplication of receipt number check
Would it be possible to have the option to turn off the duplication of receipt number check when uploading cash transactions or making transfers ? Our team are currently experiencing the below issue:
When posting, using the CSV spreadsheet to CCH, any 2 receipts with similar references and similar amount
Gets confused by CCH and will only post one of the receipts and then come up with an error message of
Duplicate posting.If you then try to post the other receipts separately, with the same reference, it won’t let you. Even when you
Alter the reference slightly it won’t…
12 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.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Access to the customer community direct from Central without another password
Prior to the new customer community being launched it was far easier to log calls and view the support area. I don't understand why I have to keep finding and adding a customer support username & password every time I want to use this, particularly when I am clicking on a link within central. We never used to have to. Why doesn't central identify me as a valid user without the need to keep adding a password - I have already used various passwords to use CCH.
11 votesThanks for the feedback.
We are working on how we can resolve this to make it a more seamless log in experience.
For now you can you use your browser to remember your log in and password credentials to enable a more seamless experience.
Evan Jones
Lead Product Manager
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Give CCH Company Sec the ability to save directly to document centre
Currently the dividend minutes and vouchers have to be downloaded then manually uploaded into document centre.
Would be better to be able to save the files directly to document centre like say CCH accounts production can already.
11 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager
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Working Papers- Assignment/Job for Document Managemet
It would be really beneficial to be able to select an assignment/job from the accounts production/working papers side so when these pull into Document Management everthing is organised in the correct place.
11 votes -
Pension contributions
The annual allowance tracker in the pension savings tax charges tab does not take into account entries in the pension contributions tab in the 'amount saved' box. You therefore have to enter the amount of the contribution in both the pension contributions tab and the pension savings tax charges tab. It would be useful if the annual allowance tracker was updated when posting pension contributions.
11 votes -
Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes -
Compare actual expense details to TAPAs and be able to report on this
It would be really helpful if we could keep actual expense details on self employments or property for both us and our clients to compare to the TAPAs claim, especially as it is quite common fo clients to remember additional expenses after sending their initial information to us.
11 votesHi Clare
If we built in some business rules you could probably do that in Accounts Production but that seems a bit overkill for what is likely to be a very simple case.
Are you likely to be providing this type of client with a P&L? Or is it just a matter of putting figures into the tax return only?
Kind regards,
Dean
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
extra fields
Drag in Extra Fields into Contact Search, Like you can with Clients already.
11 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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tax payments/repayments
Every schedule except tax payments/repayments has tick boxes for when the schedule has been reviewed, which locks the schedule. It would be good to have this for this schedule also.
10 votes -
Working papers for charity and adapted entities
We have a number of charities which there is no option to attach a working papers template and says it is not supported, would be helpful if this was put into development so we can store files all in the same place.
We also have an enity for trusts which we adapted from a partnership entity to match the layout required, this has the same issue of not supporting working papers so if there was a way to manually bring in a working paper template it would save having different filing sources.10 votes -
reportable fields for Trusts from the trust and estate tab
The fields under the Trust and estates tab such as dated created, date wound up should be an available field for reporting on.
10 votes
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