79 results found
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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 -
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 -
Ability to collapse all Assignments in WIP enquiry screen
The ability to collapse all assignments at once would make it a lot easier to find the one(s) you are specifically looking for inbetween th hundreds of line postings
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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CCH Invoice Highlight Most Recent
Why, once an invoice is created in CCH, doesn't the default highlight go to the most recently created invoice? It goes to the first invoice created in that day so you have to scroll up to the relevant invoice. It should default to the most recently created invoice - for more logical!
Sorry for the rant but I'm doing loads of invoice and I keep having to scroll up!!
5 votes -
Parent/Child billing - types
When you create a new parent, where say, the current parent has had a name change or has been superceded, but has been included in group billing, the type is 'Adhoc' which does not allow you to delete the parent nor some of the 'children'. When you do, next time you access the client, it reappears as Adhoc, even though it has been changed to Standard. Could the default not just be 'Standard' with some sort of indicator that it has a parent or child relationship elsewhere?
4 votes -
Detail in statement
Include billing expanation in statement. Invoice date and number is included in the statement but there's no way to add any detail and the clients come back asking what each invoice relates to. As the billing explanation isn't an included field the only way to do this is generate statement in Word and then manually insert invoice detail for each entry
4 votes -
Historical timesheet changed by working hours amended
A staff members hours remained the same but the shift pattern changed, this has then amended the hours required on previous timesheets including already posted & submitted timesheets. Very messy for looking back at timesheets as the hours worked don't match the hours required.
3 votes -
Ability to edit a write off reason on a DRAFT bill.
When a bill is drafted with a write off a reason must be entered depending on system parameters. However it is impossible to edit this reason if it is an incorrect reason or you realise a new reason needs to be created in maintenance. This is when the bill is on draft so it all should be editable. The workaround of reducing the WO below the threshold, saving the bill, and then taking the WO above the threshold is really not a good workaround and can amend changing complex WIP allocations. Please can you look into this as it means…
5 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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