66 results found
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Support for Windows user profiles redirected to OneDrive
In testing when configuring a windows user profile to redirect the Documents folder to OneDrive this will result in errors and the inability to check out/open documents from within AA.
Adding support for OneDrive redirected profiles would be very useful
4 votes -
Improve creation of a PDF from a document in document centre
When creating a PDF from a word document stored in the document centre the only option we have is to choose where this document is saved. It would be useful to have the option to give this PDF file a name or for it to at least retain the name of the document converting from. Upon creation of a PDF it then resets all of the search parameters in document centre, which means having to do the search again to locate the PDF created and to rename it, could it not retain the current search parameters?
23 votes -
Password protection
There is no way to include a document password in the document properties. When you create an extra field for a password this means that there is only one password whereas incoming documents could have a different password from outgoing documents. If there was the ability to enter the password in the properties section of the document then passwords could be document specific
3 votes -
Ability to group and therefore expand and collapse relationships on associated tab
Add the expand and collapse option to the "Associated" tab by the relationship in the same way that you can in the "Extra" tab and "Document Centre". This would mean you could view a list of just the directors for example.
6 votes -
CSI update 2022.200.10707
Since this update an extra fields warning pops up every time you file a document in CCH and change the Type - the pop up says "Type selection has changed the Extra Fields". I have been told that this is a new feature from the update that cannot just be switched off. If people are filing numerous emails and documents each day this pop up is going to (a) be very annoying and (b) cause extra time to file anything which adds up - its not acceptable that this cant be switched off. Please change this.
1 vote -
Include middle name for document/email filing - more than one client with same name
We frequently get frustrated when filing bulk documents and emails when we encounter a name which is common to more than one client. Because we can only see the forename and surname, it isn't possible to know which one to file against. Is it possible for the pane to show middle names (obviously where available) as this would reduce the problem significantly.
1 vote -
Creating PDF from document in the document center
When creating a PDF from a document in the document center, the only prompt is for Assignment and Job, can it also default to the "File name" and "Type" of the original file being converted. We are having to change these fields later on. It would be ideal to get the normal profiling window so we can set this as needed at the same time.
3 votes -
Improve the filing options
When filing a document in CCH and in the filing box, it would be better that when selecting the document type or assignment it would recognise more than the first character to allow ease for selection. For example in assignment if we wanted to choose Corporation Tax, the only 'quick' option is to type C in the box and scroll down. If it recognised the first say 3 characters we could type COR and it would save having to scroll down the list, which for document type is longer.
7 votes -
Delete working papers created
When rolling forward working papers are created and filed automatically in DM, however, there is no option to delete the WP in DM if we have to delete an accounting period, which does happen, so we end up having a duplicate set of WP in DM
3 votes -
Need more Addressee Merge Fields
Add AddresseePref, AddresseeFirst, AddresseeMiddle, AddresseeLast name fields so letters can be addressed to specific addressees at companies without typing the prefix and name in.
3 votes -
Add Powerpoint files to the DM template
It would be really useful to be able to add Powerpoint files to the DM templates instead of just standard Word and Excel.
3 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Enable a document from the practice library to be added to client OneClick message
When needing to send standard forms for completion (64-8 or new payroll starter for example), there is no option to add from the practice library within the attaching function of a OneClick message. This means you either have to add a blank copy into the client DM (waste of disk space) or save outside of CCH to add (risk having an old version of the document). It would be easier to either:
a) Add publish to OneClick button from the practice library
b) have the option within add attachment on OneClick message to add from practice library7 votes -
Add a collapse all button for the different folders
when there are a lot of documents, it takes a while to scroll down to the folder I want to look in, so to be able to collapse all folders and then straightaway see the folder I want would be more effiicient.
14 votes -
Merge Document save as PDF
On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.
1 vote -
email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
Facility to save attachments from emails when autosaved to DM
When emails auto save into DM it would be useful to be able to split out any attachments and save these as a separate document - only currently able to dril into the email trail locating the document and re uploading the document separately into DM
16 votes -
4 votes
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Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
Email Filing
in the email filing is it possible to add extra fields to be able to search
by UTR or VAT numbers - as when we get confirmations from HMRC it would be good if you could search by another source - I see on the email filing screen there is an extra field tab, but it doenst do anything (i thought it would pick up items that we had set up in there ie VAT number PAYE numbers)1 vote
Evan Jones
responded
Hi Dawn
Thanks for adding this to UserVoice.
I’ll leave the suggestion about being able to search by UTR / extra field when filing into CCH Document Management on here so I can gauge the level of support from other customers.
I’ve asked our customer success team to contact you about adding additional fields to the client and contact search screens. You can also search by UTR by using the Personal Tax homepage control which many customers find useful.
Thanks for taking the time to add this suggestion.
Evan Jones
Lead Product Manager
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