96 results found
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Workflow homepage filters to be automatically added to colleagues' homepages
If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.
2 votes -
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 -
Mail Merge - change handling of illegal characters in filename
If a client name includes either : or / (the same may apply on some other characters) then when running a mail merge to email with a smart report being attached (e.g. debtor statements) the merge fails on that client because the file name and path are invalid.
Can you include some error handling so that these characters are stripped out when generating the file path. We have several clients this applies to where the legal company name at Companies House includes one of these characters so renaming the client is not an option.
3 votes
Evan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
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 -
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 -
extra fields
Drag in Extra Fields into Contact Search, Like you can with Clients already.
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Right click delete and split options
Could consideration please be given to not have the “delete” and “split” options below each other on the right click option menu? Users have reported that they find it quite easy to delete when they meant to split a document. Maybe the “delete” option could be moved to the top?
12 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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"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 -
Ability to view users logged into the application at any given point in time
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 votesGiven 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.
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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
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 -
VAT reference box within main client tab
A box within the main tab for recording the client's VAT reference.
28 votes -
Link client creation to money laundering service
Establish a link between client creation and money laundering, possibly using CCH Workflow to establish the rules
40 votesI’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 -
CCH Bulk email functionality - include PDF files
To include other files types including (but not limited to) PDF files
0 votes -
CCH Bulk email functionality - add CC address to the email
Have the ability to cc people in the email
0 votes -
workflow homepage
Workflow Homepage when you use the drop down to select the workflow you wish to see, even though the top states "Active workflows only" you also get those workflows which are marked as "inactive" in "File, Maintenance, Central Workflow, Standard Workflows". If you are not sure which is the current workflow it is easy to select the incorrect one and think there is nothing outstanding/ongoing. Think this would be helpful.
0 votes
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