105 results found
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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 -
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 -
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 -
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 -
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 -
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.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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!
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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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.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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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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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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Print driver for CCH document management
To have a print driver that will allow printing of documents straight to CCH document filer into the client/folder structure. At moment single sheets printed to pdf (for presentation to upload to cch gateway) are saved as pddf to desktop and then uploaded to cch. A print driver would bridge that gap and reduce clicks.
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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Estimate to Complete - Report
Could we have a way to report or see all estimate to completes sat against assignments
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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Can we have an option to add "Unaudited" above the heading of the comparative for the primary statements and related notes
Can we have an option to add the word 'unaudited' on prior year figures and applicable notes when the accounts are in their first year of an audit?
Thanks1 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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Generate a report that includes billing description on invoice
We are trying to run a report that will include the invoice description on our bills
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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Have better reporting of missing timesheets
When you have an end date on your stationed record for an office, department etc, the current missing timesheet report does not pick up if you have missing timesheets within the start and end dates.
This can especially be an issue if you have hundreds of employees, daily timesheets and a bulk change of departments.Daily timesheets are quite often not completed, submitted etc. on the same day they are for, so any change of departments can create a risk of missing timesheets.
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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Be able to filter (eg office) on PT Batch update workflow and show the client name
You can batch update a PT workflow using Maintenance - Central workflow - Personal Tax - Batch update workflow but when you choose the step you want to update/the result you are just shown a list of client codes and you can't tell who the client is and aren't able to filter this by office or any other parameter.
The Batch assign workflow to Tax Returns option has a filter screen initially and then it shows the client name next to the code. Can we please have the same on the Batch update workflow option? It is impossible to sign…
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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Fixed Asset Register
If an incorrect method of depreciation is entered when setting up the asset, despite there being a drop-down box to amend the method, the only way to correct this is to delete the asset and re-enter.
It would be good if the drop-down box to amend the method worked.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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Support Cases
When submitting a support ticket please place the final SUBMIT button at the top of the screen. We know the button is conveniently placed at the bottom (and often off screen) after you display a list of possible solutions so that we will miss it and thus the ticket is not submitted. However this is really just wasting our time when we realise the ticket is not submitted.
If this is not your intention please re-position to avoid - otherwise(?)
Thank you,
Dave
1 voteThank you for submitting your idea to us!
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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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We would like to see that partner and assignment manager also gets synced to Cosec
We would like to see partner and assignment manager also gets synced to cosec, otherwise over time when people have reassigned managers or partners these have not synced through
Please can these fields be synced to Cosec/Central Sync1 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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