Skip to content

| 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.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

| CCH Central Suite |

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

64 results found

  1. Sometimes a backup may need to be done during the day due to some planned activity. I need to be able to see who is logged in to get them out. All communication may have been sent out, some users may not remember and still be entering data. Then if a restore has to be done they would have lost any work entered during that time.

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Given that the software is on-premise and hosted in your local environment, it is not possible for the software to recognise active users.


    This will be considered as part of the development of our cloud solution.

  2. It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V - these currently do not work and instead you get little squares.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  CCH Central  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. A box within the main tab for recording the client's VAT reference.

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Establish a link between client creation and money laundering, possibly using CCH Workflow to establish the rules

    40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Started  ·  Evan Jones responded

    I’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.

    This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.

    More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.

    If you would like to know more please email lamorna.harris@wolterskluwer.com

    Evan Jones
    Lead Product Manager

1 2 4 Next →
  • Don't see your idea?