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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.

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 |

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How can we improve CCH Central Suite?

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8 results found

  1. 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:

    1. 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.

    2. 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 votes
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    2 comments  ·  CCH Central  ·  Admin →
    Completed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Completion of your idea implementation


    We’re excited to inform you that the work to implement your submitted idea has now been completed!


    We truly appreciate your input and are excited to see it in our software product.


    Thank you again for your valuable contribution!


    Best regards,


    Product Development

    Wolters Kluwer UK TAA

  2. Generate a Report of all the Trust and Estate clients on CCH.

    We need to start begin able to generate a report of Trust and Estate clients on CCH. The only way to do this currently is to create an extra field called “Trusts and Estates” in the extra tab.

    1 vote
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    1 comment  ·  CCH Central  ·  Admin →

  3. Employee Library

    Would like to be able to search the document employee library like the client library.

    4 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  4. No 'Created by' when adding a new contact

    There is no 'Created by' when creating a new contact therefore we do not have any record of the employee who has created the contact

    4 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  5. Ability to detach tabs within a client

    Within a client, we had the ability to detach the tabs, but this function is no longer there.

    It was very useful to be able to detach a tab within a client by rightclicking and detaching. We used this to open the document centre tab on another screen, while doing work in AP or Tax returns so we could open supporting documents as needed without coming in and out of tabs. Please reinstate this functionality.

    9 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  6. When is error 59475 likely to get fixed - unable to run advance search to show year ends

    1 vote
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  7. Delete jobs

    Bulk complete/delete jobs

    6 votes
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →

  8. Facility to change the Client or Contact "Code"

    Where an error is made when setting up a Client or Contact it is currently impossible to amend the Code. It would be really helpful if we could please.

    1 vote
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    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
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