43 results found
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Choice of delivery option in initial setup of client or contact
In the default tab of existing client there is a delivery option for invoices and statements to be sent by email or post with the default being post.
On initial setup of a client in step 7 of 8 there is no option to choose the default delivery meaning all clients get set to post it would be better if the option was available as this turns out to be a costly exercise until someone goes into clients separately to alter the default
13 votes -
CCH email filing ADD-INS in new Outlook currently unavailable
Will the CCH email filing ADD-INS be made available in "New Outlook" which is web based. Various articles I've read state Microsoft is not planning to support COM ADD-INS, and encourages developers to switch over to Web Add-in based on OfficeJS.
12 votesWe are currently investigating how these Microsoft changes will affect Document Management. In the meantime please refer to our knowledgebase article CCH Document Management : New Outlook Plugin Support (wolterskluwer.co.uk)
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Dark Mode
The option of Dark Mode based on either system based settings via Settings - Personalisation - Colours - Choose your default app mode or an option in CCH Software.
9 votes -
Ability to report Employees' Departments list when more than one in the Employees' record
We would like to be able to report our employees' department list when more than one in the primary record for GDPR purposes. We set up various departments to restrict employees' access under GDPR rules 3 years ago, however we are unable to pull a report showing all the departments listed under each employee's records. Currently the report is only showing us the first line which is the 'primary' ticked department and not the others.
1 voteHi Marie. Thanks for taking the time to add this idea to Uservoice. I'll review this item again shortly in order to gauge support from other users.
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add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent
It would be really useful if you could add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent.
1 vote -
Extra fields for contacts (like clients) and jobs (like workflow)
Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
- Contacts (find contact screen) like we have for clients
- Jobs (job management) like we have for workflows3 votes -
Bulk update end date/due date from Tasks and Appointments homepage
Could there be a button to bulk update the end date (due date) of tasks from the Tasks and Appointments homepage please?
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Workflow Filter
Filter workflows against assignment team.
When on the home screen, you are able to filter the workflow list based on the team that the client is assigned to, but we would like to be able to filter against the team that the assignment that the workflow is attached to. The reason for this is, it is not always the team that the client is assigned to that is doing the job.
6 votesThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Develop a single folder with configurable location for plugins and temp files
Currently only a select few of the folders within Central have a configurable location, many of the remainder have their location set by default.
Those folders with a default location exist within the user profile Documents folder which introduces difficulty when Sync technology such as OneDrive is in use.
It would be far better to have a single location across the entire CCH Central suite which contained the folders for whichever plugins or functions of the software are necessary, that was configurable and could be placed outside of the default Documents folder to avoid issues with Sync technologies.
9 votes -
Filing options
On the final stage of mail merge there is the option to choose document type for filing purposes, it would be useful to also have an assignment and job option as following the mail merge a manual exercise is required to move the documentation accordingly
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Ability to make specific associations limited to one per contact/client.
Would it be possible to have the ability to make an association limited to one per client/contact record? Similar to client and assignment team responsibilities where some can be marked for only one per client/contact.
3 votesThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.
This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.
8 votes -
digital tax
Please remove the orphaned Digital Tax > HMRC Authorisation option from maintenance menu in CCH Central. I have wasted 2x days authorising our DTA and just learned this option does not do anything for authorising DTA.
8 votes -
Mandatory addition of Accounts Payable contact
Please can it be mandatory for an Accounts Payable contact to be added when a new client is created? We have big issues with e-Billing where no Accounts Payable contact exists to send the email to
1 vote -
Ability to change the contact type of a client
We are unable to change a contact type (from LLP to Limited for example). I can see this makes sense where tax returns or accounts have already been produced, but it would be useful if we could make the change if they have not been created, even if bills have been raised, or at least have a work around or override option.
6 votes -
Disabling specific VAT rates on clients and billing
We have a number of VAT rates available on setup for client/supplier records and available for billing. Some of which are old and don't need to be used. Can we have the option to make unavailable specific VAT rates but keep the unused ones for historical reporting purposes. Examples of where are in the Client Tax Rates and Tax Rates options under File>Maintenance>Client/Supplier
3 votes -
Tax Manager on Top 10 widgets
We have recently added a Tax Manager responsibility to the Assignments (Main) tab for each client to use to review WIP. We would like the ability to add Tax Manager (or other responsibility names) to added as an option on the Top 10 and Aged WIP widgets on the CCH home screen please. Currently only Client Partner, Client Manager, Assignment Partner and Assignment Manager are available. (See photo attached).
I see there was a similar suggestion entitled Responsibility Types posted previously which had 3 votes but has since been closed.5 votes -
Extra fields improvements
I think it would be useful if you could change the order of Extra field groups and extra fields within the groups, I also think it would be useful if we could have extra fields that we can assign based on the entity of the client rather than being forced to have the extra fields on all clients
5 votes -
Defaulting status to draft client when creating a client, rather than full.
When creating a client the default status is 'full'. We would like this to be draft, or at least the option of selecting one or the other.
Sometimes full clients are created when they should be draft, meaning that time can be posted to them when potentially they are still at the engagement stage.
6 votes -
Access to the customer community direct from Central without another password
Prior to the new customer community being launched it was far easier to log calls and view the support area. I don't understand why I have to keep finding and adding a customer support username & password every time I want to use this, particularly when I am clicking on a link within central. We never used to have to. Why doesn't central identify me as a valid user without the need to keep adding a password - I have already used various passwords to use CCH.
11 votesThanks for the feedback.
We are working on how we can resolve this to make it a more seamless log in experience.
For now you can you use your browser to remember your log in and password credentials to enable a more seamless experience.
Evan Jones
Lead Product Manager
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