405 results found
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Working papers - Previewing/Printing
When trying to preview and print and entire set of working papers all pages appear in a portrait format, even if they are a landscape document in the working papers originally. For example the Fixed Asset Register report from CCH itself prints in a landscape orientation but when this is included in the working papers full preview, the edges of the document are cut off and your not able to view all the information. There is no function to then turn the page orientation either.
10 votes -
reportable fields for Trusts from the trust and estate tab
The fields under the Trust and estates tab such as dated created, date wound up should be an available field for reporting on.
10 votes -
tax payments/repayments
Every schedule except tax payments/repayments has tick boxes for when the schedule has been reviewed, which locks the schedule. It would be good to have this for this schedule also.
10 votes -
Enable import of current year additions from Excel
Currently you are only able to import brought forward assets from Excel, it would be useful to be able to import current year additions, as these can be exported from various bookkeeping software in csv format.
9 votes -
Selecting from a list of tags
If a block of information - say a related party note which has a mixture of text and figures - contains multiple tags, it is very difficult to select a particular tag to edit or delete.
Review & Tag just presents a list of tags without any indication which is which - there should be a highlight to indicate which tag has been selected9 votesHi Chris
Another good suggestion.
Let’s see how big a pain point this is for everyone.
Kind regards,
Dean
Dean Shepherd ATT CTA
Senior Product Manager (Compliance) -
Better reporting of tags used in document
The used tags report which exports to CSV is a long and wide report which is difficult to read or view - could we have something more compact and easier to print?
9 votesHi Chris
Good suggestion.
I’ll leave this one open and see what kind of support this gets.
Kind regards,
Dean
Dean Shepherd ATT CTA
Senior Product Manager (Compliance) -
To imporve the current method of duplicated transactions being identified and rejected.
The current software only looks at the date and the SEDOL number for the share transaction. This means that even though transactions may happen on the same day, they can have a different number of shares sold/purchased or purchase/selling cost but will still show up as being duplicated and be rejected from the import. This means day trading portfolios have lots of 'duplicate' transactions which have to be input manually.
Alternatively a way in which the duplicate transactions that are flagged when imported can be authorised to be over ridden to allow the user to import them.
9 votes -
Ability to be able to make write off type inactive
As the firm develops their write off reason may become more accurate and the old reasons no longer applicable. It is not possible to delete them as there is historic data but being able to make them inactive will stop employees from using them in error.
9 votes -
Make NOTES a reportable field. be able to report or export notes
Make contact NOTES a reportable field. be able to report or export notes
9 votes -
Bulk update Assignment Extra Fields
We would find it really useful if it was possible to bulk update assignment extra field values in the same way that it is currently possible to bulk update extra field values on client and contact records.
9 votes -
You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre
On document Centre you shouldnt have to scroll or go through a number of pages. There should be an option to collapse or expand all folder.
9 votes -
Develop a single folder with configurable location for plugins and temp files
Currently only a select few of the folders within Central have a configurable location, many of the remainder have their location set by default.
Those folders with a default location exist within the user profile Documents folder which introduces difficulty when Sync technology such as OneDrive is in use.
It would be far better to have a single location across the entire CCH Central suite which contained the folders for whichever plugins or functions of the software are necessary, that was configurable and could be placed outside of the default Documents folder to avoid issues with Sync technologies.
9 votes -
Dark Mode
The option of Dark Mode based on either system based settings via Settings - Personalisation - Colours - Choose your default app mode or an option in CCH Software.
9 votes -
Personal Tax Review Tool
The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:
-Audit of who has added notes on the PDF report
-A place to add general notes not necessarily associated to a source of income
-HICBC - this doesn't seem to be picked up as missing when in the prior year?This would enhance the product a great deal, Thanks
9 votes -
Partnership/LLP/Trust reporting
The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.9 votes -
Reporting - Workflows
Unable to create new reports in the Workflow section of reporting. When selecting to save a report the drop down list of sections end at Practice Management - and doesn't include Workflow.
Please correct this so that users can create their own reports in this section.
9 votes -
Bar Codes
We are producing documentation that is leaving the company, being processed by clients and then returned. Can standard reports be bar coded, so when they are returned to the organisation, our scanning solution can recognise what the document is and file accordingly. Massive scope for time savings on this request.
8 votes -
Repeat Billing - to allow both estimate to complete and misc charge on one bill
We should be able to add a misc charge and estimate to complete on the same bill when using the repeat billing facillity.
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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extra fields
Drag in Extra Fields into Contact Search, Like you can with Clients already.
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Ability to collapse all Assignments in WIP enquiry screen
The ability to collapse all assignments at once would make it a lot easier to find the one(s) you are specifically looking for inbetween th hundreds of line postings
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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