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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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| CCH Central Suite |

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How can we improve CCH Central Suite?

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25 results found

  1. Ability to add custom algorithms or Ability to overtype standard job names

    As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff

    3 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  2. Mail/email merge from report/smart report

    When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group

    1 vote
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  3. Mail Merge from lists

    Currently one can only add to a mail merge list we would like to be able to delete a client from a list

    1 vote
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  4. "Year End" field and "Next Accounts due" field on Main tab

    Could a "Next Accounts due" field be added to the main tab and could a "Check with Companies House & Update" button be added similar to that in many Company Secretarial software programs. If you could also "bulk check and update" these fields this would make tracking of deadlines far simpler and avoid having to keep the same information in multiple places and manually updating it.
    Thank you!

    78 votes
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    2 comments  ·  CCH Central  ·  Admin →
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  5. VAT reference box within main client tab

    A box within the main tab for recording the client's VAT reference.

    28 votes
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