94 results found
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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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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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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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convert clients to contacts regardless of assignments
To convert a client to a contact instead of getting error "unable to do so because of assignments".
We still need to AML directors/shareholders of limited companies, who no longer have self assessment or wish to do their tax return themselves. Currently have to close the client and then create as a contact.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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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 -
1 vote
Hi,
This item is under consideration for the next quarter.
Thanks
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Add Workflow Current Step
Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.
Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank
1 vote -
Capital Asset Information
Currently there is no area to add details of assets unless you are dealing with the disposal - shares, property, etc.
Often clients will give you acquisition details for an asset such as the date of acquisition, purchase cost, incidental costs, enhancement expenditure for property, and it would be really useful to be able to store this directly in CCH.
Our old software had this feature and therefore has a lot of this data stored in it, which we are unable to transfer to CCH.
1 voteThank 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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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 -
Capital Allowances - Fixed asset additions
Currently it seems you can only import three fields: Description, Date and Cost into the Additions section. However you then have to manually update all the other mandatory fields. Facility to include the extra mandatory fields?
1 voteThank 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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Life insurance gains by companies with tax credits
We are seeing more companies with investment life insurance contracts that make gains that have to be accounted for as non-trade loan relationships. Where there is a notional tax credit we have to manually gross the gain up and there is nowhere in the software to enter the tax which goes on box 555 on the CT600. Can this be added please?
1 voteThank 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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To add Client Code to the Bills attachment when emailing via CCH
To add Client Code to the Bills attachment when emailing via CCH
1 voteThank 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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The ability to view wip beiong rolled forward on the bills to approve page
To have the ability to see what WIP is being rolled forward on a bill once it is submitted, you can currently see the Bill amount and write off amount but there is no way of seeing what a manager is rolling forward. thsi doesn't give a clear picture to those authorising.
1 voteYour 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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extend the character limit for the name of a company
The character limit for a company name on Companies House is 160 characters (inc spaces), however on CCH we can only enter 60 characters. Please can the limited on central be increased?
1 voteYour 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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Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
1 vote -
Email encryption
Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.
1 vote -
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 -
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 -
ITS 51077 MergeField not picking up values
The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.
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
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