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| CCH Central Suite |

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64 results found

  1. When you create a template in CCH which has database fields you are also able to see extra fields in this list.
    If you put your extra fields in groups they no longer appear.
    We would like all extra fields in all groups to be added to the database field drop down

    4 votes
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  2. There are currently only two genders (Male/Female). Please could you arrange for this to be expanded so that we can fit our clients into the correct description? As this is a protected characterstic under the Equality Act we would like this to be implemented ASAP.

    18 votes
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    Under review  ·  1 comment  ·  CCH Central  ·  Admin →
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  3. We would like to have a report where it shows all Employees and what Security Group they fall under

    4 votes
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  4. 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
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  5. It is possible to add keyboard shortcuts to set focus to the client code search field. eg in Windows Copy/Paste is CTRL C and CTRL V. This would increase user efficiency.

    1 vote
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  6. have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    1 vote
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  7. To be able to use extra fields on the employee records within Document Templates, although you can add them to the document - they do not generate any information.

    3 votes
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  8. 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
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  9. Currently in order for a user to have access to change their central password or SMTP password( which is required to be able to send bills), they require a task permission that would give them access to ALL users passwords. Could a separate permission be used to allow them to edit these details on their own record but not other users?

    4 votes
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    Evan Jones responded

    Thanks for adding this to UserVoice.

    I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.

    Evan Jones
    Lead Product Manager

  10. A preview of the bill narative within the billing main screen would make approval much quicker...

    6 votes
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  11. Please, please, please create a read-only CCH database API which would allow users to interface with ALL CCH data fields (every single one of them please!). What I'd love to see is essentially the same kind of thing as is currently possible with CCH Reporting, except without having to produce a report from within the CCH Central software, and then exporting to Excel for further data manipulation, and a less restricted scope in terms of the fields available to be selected.

    It'd be incredibly useful to be able to directly interface with the CCH database via an API call or…

    18 votes
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    There are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.

  12. With only the option to delete a contact it is extremely frustrating to have to move documents from a contact to a client in document manager in order to delete them because you have to keep the documents for a certain period of time by law. These are contacts that we do not want to show up in reports anymore but may well be needed again in the future which if they are deleted means setting them up again and having to search for where their documents are to re attach them to the contact.

    It would also mean that…

    5 votes
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  13. we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
    We need to be able to select which email address is the primary for each association. e.g. when creating, the association of billing contact select Email 2, and when creating the association for Director select primary Email.

    20 votes
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  14. Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.

    3 votes
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  15. The abilty to pin a document in the client document centee would be really useful. For instance I have a document that i use each week for a client but over the last year it has fallen way down the page on the document screen due to other documents being uploaded to the client.

    12 votes
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  16. We use the department filed in Central to distinguish our teams i.e. Large Audit, Small business, VAT, Payroll, Tax. This functionality would make workbooks more focused. To make it work at the moment we employ a batch update to an Extra field that sync with WB. This is a fudge workaround requiring regular team member intervention and time.

    3 votes
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    Evan Jones responded

    Hi Kevin

    Thanks for adding this to UserVoice.

    I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.

    Evan

  17. Make contact NOTES a reportable field. be able to report or export notes

    9 votes
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  18. When opening a client if ON HOLD this flags up for further investigation. An additional status like SEE NOTES then the flag/flash directs to any instruction re client

    15 votes
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  19. currently, if you upload a PDF from 2019 then that is the created date that shows, however if you upload an email from the same date, the created date shows as today. Would be great if the created date could be the date of the actual email.

    3 votes
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  20. Could we have a bulk update option for Office and Departments for Assignments similar to that on the Client tab's bulk update options? It doesn't really make sense to be able to update the client records but for each assignment that will need to be updated, we have to go in to each assignment on each affected client and manually update offices and/or departments which can easily take up a lot of time.

    13 votes
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