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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.

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How can we improve CCH Central Suite?

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66 results found

  1. Email recipients

    The option to choose a recipient should be a feature on all entities, at present this can't be done for individuals where they are type "Other person". It's not always the case that the email is going to the primary email address which is likely to be that of the individual, you could be sending documents to an associated contact of the individual eg stockbroker/solicitor

    2 votes
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

  2. Permit additional file types to be used as document templates

    CCH does not currently suport macro enabled excel templates to be stored within DM. Please extend the system to allow these,

    32 votes
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    Under review  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  3. pdf individual documents

    It would be great to have a PDF button (like the one in the bills screen) where you can select an document press PDF and it converts to a PDF for you. the current process is to save as to a location and upload back to the document centre

    28 votes
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    Under review  ·  3 comments  ·  CCH Document Management  ·  Admin →
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  4. 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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  5. 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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  6. 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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