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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 .


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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.

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How can we improve CCH Central Suite?

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43 results found

  1. ITS 53144 To allow selection and filing to an Assignment and Job from the Mail Merge Wizard when filing to Document Management

    To allow selection and filing to an Assignment and Job from the Mail Merge Wizard when filing to Document Management

    14 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  2. Document Management

    When uploading documents it would help massively if you could change the date at this point rather than having to go back into the clients record, then document and change it there. Its very time consuming.

    23 votes
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    Under review  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  3. Allow Document Management templates to use Tables and Filters

    At present any Excel templates in Document Management lose their Tables and Filters when a document is created. These are very useful features in Excel and we are likely to want to use DM to create working papers more and more. Particularly as Audit Automation is going to join Accounts Production in Central in the future.

    At present these templates need to be kept outside of Central, which is not ideal.

    29 votes
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    Under review  ·  3 comments  ·  CCH Document Management  ·  Admin →
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