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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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How can we improve CCH Central Suite?

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124 results found

  1. 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 votes
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    0 comments  ·  CCH Workflow  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  2. 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 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  3. 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 votes
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  4. 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 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  5. 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 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  6. Pull client status or assignment status through to job management

    Job management should have "assignment status" as a column and/or the client status pulled from the default tab i.e. "on hold" etc

    2 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  7. 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
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  8. Hi i was just wondering when ITS 52600 is likely to be fixed?

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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  9. Maintain specific audit paragraphs on roll forward/masterpack upgrade

    We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.

    We would propose that on master…

    1 vote
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    Under review  ·  0 comments  ·  CCH Accounts Production  ·  Admin →
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  10. Enable clearing of ex employee notes

    In order to clear an ex employee's notes, you must re-enable their timesheet and give them back an Audit security group. We should just be able to clear their notes - it is normal for people to leave a company and there is not logic to needing to reactivate their accounts in order to clear notes they have made.

    1 vote
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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    Under review  ·  AdminMark Purdue (Admin, CCH Software) responded

    Your 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

  11. 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 vote
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your 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

  12. 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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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  13. 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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    Acknowledged  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  14. Mail/email merge from report/smart report

    When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  15. 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
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  16. 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
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  17. 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
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    Acknowledged  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  18. 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
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  19. 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
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  20. 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 vote
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    1 comment  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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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