25 results found
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Option to turn off duplication of receipt number check
Would it be possible to have the option to turn off the duplication of receipt number check when uploading cash transactions or making transfers ? Our team are currently experiencing the below issue:
When posting, using the CSV spreadsheet to CCH, any 2 receipts with similar references and similar amount
Gets confused by CCH and will only post one of the receipts and then come up with an error message of
Duplicate posting.If you then try to post the other receipts separately, with the same reference, it won’t let you. Even when you
Alter the reference slightly it won’t…
12 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Add Additional Employees on Tasks
We would like the ability to assign a Task to more than 1 employee. Currently only 1 employee can be assigned a task but can we have the possibility to add more than 1 person?
1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint
Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution
13 votes -
Functionality: Allow "ID expiry", which are currently accessed via the main tab, to become searchable fields AND mailmerge fields
Can you allow the 2 ID expiry fields, which are currently accessed via the main tab, to be both searchable fields and mailmerge fields
1 vote -
Record time spent on client accounts
CCH Practice - a function to start recording time spent on client accounts. For example, once a client file is opened, then option to start the clock and record amount of minutes spent. Then when closed, add notes for what was done - chargeable or not.
1 vote -
PIN numbers should be stored online
PIN numbers should be stored / accessible in our online CCH account by the superuser, as we have to wait for it to be emailed to us if there is ever a glitch.
3 votes -
Hi, please add the Century Gothic font to CCH for PDF generation
Hi, please add the Century Gothic font to CCH for PDF generation.
1 vote -
Extra Field Groups in Database Fields
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 down1 vote -
Ability to see other team members in the preview section of the find clients page
We would find it very useful to be able to see other team member responsibilities on the Find Clients page rather than having to go into the client to see the team responsibility. We use these to keep a record of who is dealing with each client.
3 votes -
Could the Employee Planner be a homepage control
It would be helpful to have a homepage control which shows the Employee Planner, so we can quickly see staff availability from a homepage, rather than having to go File-View Planner.
You can click the calendar icon at the bottom of the Tasks & Appointments control, but this seems to show only your own line of the planner, and cannot be edited. It would be helpful if there was a similar button to go to the full editable planner.
1 vote -
Add a new task from the Tasks & Appointments homepage
In order to add a new Task/To Do item you have to go to the client search screen or into a client to see the Tasks/To Do icon on the ribbon.
Please could this icon be added to the ribbon on the homepage screens so that a new Task can be added directly when reviewing a list of tasks.1 vote -
Address Change - List those that it is linked to
When you change an address you are notified if there are other contacts linked to the address that you are "Stopping/Changing". However it simply states the number of contacts and not who they are. You have to say do not update the linked contacts, then do a search for the old postcode and manually change any that are applicable - sometimes it is not applicable to change all but a couple.
Having a list of the linked clients and be able to select those that need to change would be great and save a lot of time
1 vote -
Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
1 vote -
Next of Kin - Document Templates
There is the ability on the main employee tab to enter more than one Next of Kin although you can only report on one when dragging the fields into a document template for the employee.
3 votes -
Email encryption
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 -
Ability to select which email address to use for an individual on each different association type they hold.
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 -
Assignment Frequency & Algorithm
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 -
Partnership - Contacts - Employee
Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.
1 vote -
ITS 51077 MergeField not picking up values
The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.
1 vote -
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
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