405 results found
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Job complete integrated into billing wizard
It would be useful to have the job complete tick box integrated into the billing wizard.
8 votes -
digital tax
Please remove the orphaned Digital Tax > HMRC Authorisation option from maintenance menu in CCH Central. I have wasted 2x days authorising our DTA and just learned this option does not do anything for authorising DTA.
8 votes -
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.
This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.
8 votes -
Bulk update tax return status
There is no way to bulk update the tax return status bar. As there are some reports which only pick up tax returns with a certain status showing in the status bar, it would be useful to be able to bulk update this.
8 votes -
Company Authentication code
Company Authentication code - Is there any way you guys can include a new field in database where we can enter company authentication code so it makes easy for all of us while entering master data all the information is there.
8 votes -
Add in the Personal Tax - Other Income as a reportable field for MTD Reports
We have been comparing figures from Acs Production against the existing MTD reports and the Other Income figure under TXOTHBUSINC is not reportable within the Personal Tax options within Reporting. It would be very useful to have this added. Thanks
8 votes -
Taking too long to pre-validate & submit
When trying to submit a return on the last day of the month it takes, in some cases, hours to pre-validate a return and then the same issue when trying to submit. Is there a way to speed this up?
7 votes -
Fix the way links work on CCH papers
If you create a link on a schedule such as Administrative Expenses, it creates a link on every single item on the page, as it is attaching the link to the range, rather than the line item you clicked to link.
This is extremely frustrating, when trying to justify where multiple figures on a document have come from and they're all pointing at the same thing.Again, a poor oversight on UX that is impacting us daily, and I'm sure many others.
7 votes -
Reminder that licence is due to expire
When the licence for Review & Tag (Companies House filing) expires there is no warning given by the system. Therefore it will just lapse and suddenly the option to file accounts is greyed out and it took a while to work out why! (this happened to us on the 30th April! Can we have a pop up reminder when it is expiring like Accounts Production and other services do so at least people know why its not functioning.
7 votes -
Workflow can auto update Responsibilites
Have a step that auto updates a chosen responsibility to the person that completes the step or the step before.
7 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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Associated contact email option on VAT invoices to print screen
When selecting to send a VAT invoice by PDF email it would be great to have the box come up which asks which associated contact you would like to send this to and then it inserts that person's primary email address when it creates the Outlook message. This option is already available in document centre when sending things by email and would save a lot of time manually entering this on the VAT invoices to print screen as companies don't have email addresses, people do and you can't have duplicate email addresses or them listed against the company for OneClick!!
7 votes -
Export to excel
Export to excel - Calculated fields in the CCH Report should be included when the CCH report is exported.
The only way to export the calculated fields is using the export at the top left of the screen then the whole spreadsheet comes over as a text file which has no value for data manipulation.
7 votes -
WP documents within Document Centre
We would like WP documents to be hidden from view within Document Centre so as not to clog up the Document Centre system. Thank you
7 votes -
Enable a document from the practice library to be added to client OneClick message
When needing to send standard forms for completion (64-8 or new payroll starter for example), there is no option to add from the practice library within the attaching function of a OneClick message. This means you either have to add a blank copy into the client DM (waste of disk space) or save outside of CCH to add (risk having an old version of the document). It would be easier to either:
a) Add publish to OneClick button from the practice library
b) have the option within add attachment on OneClick message to add from practice library7 votes -
Disable an employee without selecting a replacement
When an employee leaves the practice we should be able to disable their login without selecting a replacement. We will never replace one member of staff with another across the board, their client list is usually shared out amongst other employees. At the moment we have to select a replacement and then manually enter every single client to change it on the client team.
Instead we should be able to disable their login without selecting a replacement, thus removing them from the "client team" (visible to clients on OneClick) on all clients.7 votes -
Update "Client Team" automatically when assignments are closed
When an assignment is created, the assignment manager is automatically added to the client team that is visible to the client if they are on OneClick.
It would make sense if they were also automatically removed from the client team when that assignment is closed or deleted.7 votes -
Improve the filing options
When filing a document in CCH and in the filing box, it would be better that when selecting the document type or assignment it would recognise more than the first character to allow ease for selection. For example in assignment if we wanted to choose Corporation Tax, the only 'quick' option is to type C in the box and scroll down. If it recognised the first say 3 characters we could type COR and it would save having to scroll down the list, which for document type is longer.
7 votes -
Allow for bulk write offs
Be able to select a number of clients and write off WIP balances in one go.
7 votes -
Consistency of terminology (Partner or Client Partner)
Different lists in Central refer to Partner differently. In find client screen it is Partner, where as in Workflow it is Client partner. These should be consistent throughout the CCH suite.
7 votes -
Lead schedules not pulling through as standard (debtors >1yr)
Lead schedules that aren’t standard not pulling through, how do you pull them into workpapers? For example, debtors due in more than one year we have also seen investments schedules not pulling though previously.
As a temporary solution we have to PDF the lead schedules from the financial statements section and upload this to work papers, but this defeats the object of the live lead schedules if the figures change.
7 votes
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