5 results found
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Have better reporting of missing timesheets
When you have an end date on your stationed record for an office, department etc, the current missing timesheet report does not pick up if you have missing timesheets within the start and end dates.
This can especially be an issue if you have hundreds of employees, daily timesheets and a bulk change of departments.Daily timesheets are quite often not completed, submitted etc. on the same day they are for, so any change of departments can create a risk of missing timesheets.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Remove Completed Jobs from Assignment Search and Job Management Homepage
An assignment search currently displays completed Jobs (even though the 'include completed jobs' box at the bottom of page is not ticked. Please could this be rectified as it's making managing reviewing open Jobs very difficult.
The same occurs in the Job Management homepage - completed Jobs are included.
3 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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New task permission for staff to re-open an assignment that's "on hold"
We need to restrict staff from opening up assignments that have been placed on hold. There is currently no permission on this so we cannot restrict it. Please create a new permission, similar to the one that allows staff to re-open closed assignments. Alternatively could you let admins have the ability to create permissions for their practice.
3 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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Bulk close old Jobs
Please add Bulk Update ability to close old jobs eg. Personal Tax assignment --> Job 2023.
This request was possibly another UserVoice request called "Delete Job" raised in May 2020 which was marked as COMPLETED on 18/01/24 - does this mean we can do this? Can we otherwise have a script for doing this please? Thanks!
6 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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To add Client Code to the Bills attachment when emailing via CCH
To add Client Code to the Bills attachment when emailing via CCH
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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