93 results found
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Assignment Frequency & Algorithm
We have payroll assignments, most are Monthly or Weekly and we can set the "week/Month ending" by the Job start and target dates for recurring tasks. However we are now getting clients that want 4-Weekly cycle instead of full Monthly. We have been advised by support that we cannot set an assignment up for that recurring frequency/algorithm. They suggested that I submitted to the Development Team which I assume they meant User Voice?
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Product Development
Wolters Kluwer UK TAA
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Trial Balance Upgrade
I believe that it should be far simpler to view the transactions for a nominal code in the prior year on Accounts Production by implementing a hyperlink function. Instead of having to exit the accounting period which you are currently looking at, enter the PY and remember the information, this solution would make analysis far more practical.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Enable Bulk Updates of the Status Field in the Tax Return
Currently we act for c1000 client's whose information is requested via 1 email to their main Deputy. In order for the status field to read correctly and not "rolled over" we need to manually change the status to "Info request sent to client". This is time consuming but not doing it doesn't give us a true reflection of the status of our Tax Returns.
Therefore would it be possible to be able to bulk upload the status of the Tax Return.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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FRS105 Warning to Companies House
I understand that there are pop-up warnings on submitting full accounts to Companies House under FRs102, but not for FRS105. Following the recent authentication code fix there is now the possibility that should you accidently click the wrong button when tagging full accounts for a FRS105 company they could be submitted straight away to the public. Please can the P&L pop-up warning be included for FRS105's.
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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Bring in signatory information to independent examiner's report within the charity accounts
Allow for this to be populated from a Statutory Database field and bring into the Charity masterpack. Currently, per Support, it is only possible to add in the signatory to that area by localising the page.
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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1 vote
Thank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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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
4 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Close Company disclosures
regarding the Close Company rules - i've noticed that if the 'no employment pages to be printed' box is ticked, then even if the close company disclosures are there, no pages is printed.
I wonder if it would be helpful for there to be an override, so that if 'director' is ticked' and 'close company' is ticked, and boxes 7.2-7.4 have entries, then it overrides the deletion of the pages.I've only just realised that is a potential issue (especially if you have juniors preparing the return, as the schedules of data publish the information, so it looks like it's…
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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Rental income code to appear in the turnover section of the chart of accounts so that the lessor polcy etc prints in the LTD accounts
Put a rental income code into the chart of accounts in the turnover section, in order to trigger the discolsures and the accounting policies
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Notifications for comments on support cases
When you have an open case in the support portal, if an adviser add a comment to the case, you don't get a notification through, only if they send an email, which you can see at the right hand side in the case.
It seems it would be the most basic feature of a helpdesk that when there is an update the user gets an update.This has led to calls getting closed with no resolution as they haven't had an answer back, I am no in the support portal all day to check if my case has been updated
3 votesThank 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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Rename Documents tab to Links tab to avoid confusion with Document Centre
Rename Documents tab to Links tab to avoid confusion with Document Centre, as it is being used mostly for linking folders?
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Central ID Code sync
Would there be any way to sync the Contact ID from Central to Co Sec. For some reason we are getting a few duplicate names recently and it is difficult to tell which is which in Co Sec.
To be honest even in Central you end up having to open all as you cannot from the "find" tab distinguish them as DoB, middle name nor a suffix such as Snr are columns you can add. Mostly fathers and sons with exactly the same names!
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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Amended LLP accounts
You can prepare them under FRS102/105 and submit but we've been advised by support that it is not possible to prepare/submit amended LLP accounts (through WK using the stat database defective accounts option). Any plans to do this?
0 votesThank 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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Adding Note Section to Workflow
It would be extremely helpful, especially with MTD workflows that a note section is available. This was always available via the legacy assignment jobs and so useful to have
6 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Last WIP added at assignment level
In smart reports you can run a report that shows the last time WIP was added to a client and the last Fee date, can we get this at assingment level, we use this to do checks that clients to be closed haven't been missed, but would like to do it as an exercise to tidy up the assignments as well
3 votesThank 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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Bulk Update Assignment Office and Department
We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually
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
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Billing Explanation
It would be useful if we could edit a billing explanation after the bill has been posted, in case of a typo or other error.
7 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
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Central to support mulitple Outlook Profiles
Can you get Central to support multiply Outlook profiles. Whereby when using the bulk email mail merge you can select a different email.
For example, when bulk emailing emails we would prefer to use our main email account and not an individual users one.
Many thanks
3 votesThank 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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Credit Control
I would find it very beneficial to have a debtors balance on the client search home screen.
to ad with finding a balance for companies at a glance and not have to open the company.14 votesThank 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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Update Info Request template for UK and Foreign Property so the gross income is displayed instead of the net income.
The SAR Information Request template includes a section for UK and Foreign Property. The prior year figures include a merge field for property amount being net property income. We would like to show the gross property income.
3 votesThank 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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