116 results found
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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.
3 votes -
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 -
update address on tax return automatically
Update the main address on the Tax Return automatically or prompt to ask if you wish to change it to the most up to date address. This will avoid clients being grumpy that the address is wrong even though they've told us they've moved!
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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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…
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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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 -
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 -
Bulk update of rate used on assignments
We have an assignment which staff use record their long distance travel time. We need to set the rate on the assignment - which has been already been allocated to over 1,000 clients - to a specific rate which every employee has on their account.
It would be useful if there was a way of doing this via bulk update or something similar
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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Add more than 240 characters in the 'comments' box on workflows
Currently, if you add more than 240 characters using the 'comments' option to a workflow progress box, no warning appears.
If you go into & out of the comments box, the full comment remains.
However, if you close down the workflow & open it again, any characters beyond 240 are not saved.
I use this for noting if I have chased the client for records etc & to keep track of progress, but noticed that some of my longer comments were finishing mid-sentence when I went back to them.
Could we increase the character limit please?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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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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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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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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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 -
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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Merge Document save as PDF
On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.
1 vote -
Mail Merge from lists
Currently one can only add to a mail merge list we would like to be able to delete a client from a list
1 vote -
Partnership - Contacts - Employee
Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.
1 vote -
Saving documents in .docx rather than .doc
At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.
1 vote
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