5 results found
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Page breaks to move notes onto a new page without having to make a format local
Particularly in charity accounts, often notes will span two pages and this can be unhelpful when comparing one year with another when the comparative details are on the next page. Sometimes this can then lead to the next note also being split over two pages.
In this situation, the solution is to make the note local and add a page break at the top of the page. This, however, makes the page a local format which then does not benefit from master pack updates until it is reverted to master.
It would be great to have an option to right…
3 votes -
Maintain specific audit paragraphs on roll forward/masterpack upgrade
We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.
We would propose that on master…
1 vote -
Consolidation functionality for charity accounts
Please expand the existing consolidation functionality in Accounts Production so it can also be used for charities. This would be beneficial to our clients.
5 votes -
ESG Reporting
As consumers are becoming more aware of CSR. Organisations that show how they are reporting on their business activities and their impact on society and the environment is becoming increasingly important. Would it be useful for Wolters Kluwer to provide a comprehensive tool that provides expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.
1 vote -
Record commentary on accounts and tax returns for clients. Ability to have a cloud recording tool like LOOM.com (https://www.loom.com/)
Record commentary on accounts and tax returns for clients. Ability to have a cloud recording tool like LOOM.com (https://www.loom.com/)
The idea is to record a commentary for clients to view along with accounts sent for approval, by going through the pages of accounts and tax return, explaining the figures and referring to any workings. Then send with accounts for them to view via a link to the Cloud site. Can also be sent via CCH Central.
I currently do this for some of my clients using LOOM.com, a free software where you can record a video and a…
3 votes
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