111 results found
-
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
-
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
-
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 -
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
-
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
-
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
-
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
-
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
-
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 -
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
-
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 -
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 -
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.
1 voteYour 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
-
SA109 and SA107 reporting urgent requirement
In CCH Central/Reporting, please add urgently the ability to report on whether pages SA109 and/or SA107 have been completed. This is required in connection with identifying which clients are deferred for MTD IT and will be required this year and for the next 2 tax years at least. See https://www.gov.uk/guidance/find-out-if-you-can-get-an-exemption-from-making-tax-digital-for-income-tax
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
-
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 -
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
- Don't see your idea?