32 results found
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Billing explanation
It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.
3 votes -
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 -
Foreign Tax Credit Relief
It would be useful for the software to restrict the foreign tax entered down to the treaty rate. At present there is no restriction applied by the software so you have to manually restrict in order to get the correct result.
26 votes -
Set WIP limits
We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.
3 votes -
Extra fields for contacts (like clients) and jobs (like workflow)
Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
- Contacts (find contact screen) like we have for clients
- Jobs (job management) like we have for workflows3 votes -
Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
4 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 votesYour 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
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Pension Annual Allowance Calculator as a tracking tool
Although CCH PT will calculate the AA taper via the pensions tax charge entry, if an entry is made the Ai pages are generated with nothing on them. Often we wish to just track the AA and there is no charge to report.
Can a fully functional AA calculator be introduced? We used Digita before CCH and they had a great tool that would work out the AA/taper/charges, etc.
Also assisted with planning without having to keep separate records.21 votes -
A report that shows Employees Task Permission
We would like to have a report where it shows all Employees and what Security Group they fall under
4 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Adding Cash residue when starting a new portfolio.
When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta
6 votes -
Reporting from Online Filing
It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.
23 votes -
Bulk Billing
It would be very helpful if the bulk billing section worked rather than having to invoice individually
3 votes -
email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
5 votes
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Workflow Email Notification - Support Microsoft365 users
Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.
Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!
I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.
CCH Support Feedback : "All is correct, however these Email Notification to employees…
3 votes -
Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
When "email already filed" message comes up add Doc iD in message
Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation
3 votes -
Reduction in scan quality
The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.3 votes -
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes
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