87 results found
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WIP Enquiry date ranges
We want to be able to filter the WIP on the WIP enquiry page to show the WIP between 2 dates. The current date range field only allows us to put in a date for WIP after a certain point, but the majority of our clients are billed for time up until a certain date (usually end of the month/quarter) which is what a lot of professional service firms would do.
2 votes -
Bulk update Assignment Extra Fields
We would find it really useful if it was possible to bulk update assignment extra field values in the same way that it is currently possible to bulk update extra field values on client and contact records.
9 votes -
Add the client code to step 2 of the billing wizard
We would like to see the client code on the billing wizard at step 2 as we have multiple entities billed in one invoice.
1 vote -
Tax Description field that’s available in Fees > Sales Day Book Smart Report
To be added into Reporting.
Requested by Will Kendall at Nunn Hayward (Gerrards Cross)1 vote -
prebilling report
I think it would be useful to be able to run a report similar to "by month billing report" that shows how much WIP you are billing, writing off and carrying forward on a draft bill.
2 votes -
Job complete integrated into billing wizard
It would be useful to have the job complete tick box integrated into the billing wizard.
8 votes -
Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup
Be able to change the practice default 30 payment days for new clients rather than having to amend on every new client setup
1 vote -
Add the ability to mark a centre as inactive
If you use Power BI to report on various parts on CCH there is an issue with not being able to filter out old Centres. There is no way to identify only the current ones. Could an 'inactive' field be added so that these can be marked in CCH and then filtered out in Power BI.
3 votes -
billing contact
When emailing an invoice or a statement I would prefer the billing contact to be the primary email. It's caused a lot more issues recently with invoices going to the wrong email address & being missed.
The alternative would be that if I'm emailing an attachment from CCH, rather than automatically picking the primary email, there's a drop down of options for which contact to email as currently we're finding it very inefficient.22 votes -
Job Settings - Frequency
Can a Fortnightly Frequency be added as a choice for use with a Payroll workflow.
1 vote -
Intergrate Xero with Practice Management
The ability for Xero to pull all invoices created automatically and also to have them as paid automatically in CCH when marked as paid in Xero.
It is currently very time consuming and too easy to miss payments meaning clients that have get paid get chased.
When we took on CCH we were told from the outset that it was something that was being looked at (one of the reasons we chose the software), a year down the line I have heard nothing further on the matter.
5 votes -
Employee Leave Dashlet - cannot drill in to leave types with negative balances
We currently use two different leave types to manage TOIL as previously recommended - TOIL Accrued (negative entries) and TOIL Taken (positive entries). However, users are only able to drill in to the results of the TOIL Taken (positive entries) on their Leave Entitlement dashlet in the same way that they can drill in to their Holiday (positive entries) on this dashlet.
Can a change be made to enable users to drill in to the results on all leave types regardless of whether the total balance is positive or negative? This would really help to improve our users experience of…
3 votes -
Calender Entry Timesheet Daily Totals
When using the 'Calender Entry' settings for timehseet weekly completion the totals at the footer of the screen show the total time (hours or units depending on settings) worked for the week in progress.
It would be very useful to also be able to see the total daily time, either by highlighting a specific day or showing the totals at the bottom of each day.
This information is available when using 'Periodic Entry' so why not also 'Calender Entry'
3 votes -
When creating an invoice, the most recent invoice is at the top of the list when you get to print it
When creating invoices, when I get to the list to print, the invoice I have just created is not the one where the list defaults, ie the one with the arrow next to it. At the minute, say for example I've created 10 invoices over the course of a morning, every time I finish the invoice then go to print, it defaults to the first invoice created that day, not the most recent - this is higly infuriating - is there a setting to change and if not, why not?
3 votes -
Ability to deactivate invoice write off types that are no longer required.
CCH does not allow you to amend a write off type and keep historic entries as was.
We therefore need to add a new write off type but need to disable the old one that is no longer required.This is currently not possible.5 votes -
View/preview a bill in Billing tab instead of viewing via pdf
In the billing tab, instead of viewing confirmed bills via pdf can we have a preview screen to save time opening every bii to find the one we need.
24 votes -
Ability to be able to make write off type inactive
As the firm develops their write off reason may become more accurate and the old reasons no longer applicable. It is not possible to delete them as there is historic data but being able to make them inactive will stop employees from using them in error.
9 votes -
Invoice date
We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?
27 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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Email templates
We send annual emails or letters to our clients for tax investigation services. It would be useful to be able to set up an email template and then attach the invoice.
2 votes -
Associated contact email option on VAT invoices to print screen
When selecting to send a VAT invoice by PDF email it would be great to have the box come up which asks which associated contact you would like to send this to and then it inserts that person's primary email address when it creates the Outlook message. This option is already available in document centre when sending things by email and would save a lot of time manually entering this on the VAT invoices to print screen as companies don't have email addresses, people do and you can't have duplicate email addresses or them listed against the company for OneClick!!
7 votes
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