386 results found
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Add Comments to Scan Profiler fields
When using the Scan Profiler to task incoming post to staff it would be a massive benefit to be able to add comments to the Task. If you want to add comments you have to create the task, then go back into it and reassign to add them which takes far more time than it needs to.
3 votes -
Tax Return information request
Please can the ability to pull through tax deducted at source on employment/pension income be added to the information request template so that it can be displayed separately?
Additionally, there does not seem to be the option to pull through totals for expenditure categories from business tax. The functionality is there for rental property expenditure categories, so could it be added similarly for business tax?
14 votes -
Select current main address, not future address
When creating a new document it would make sense if it pulled in the current main address of the client. In some instances we need to forward date an address for a client that is due to change in the future. When creating a document it pulls in the future address, which is incorrect. Yet when creating a bill, the current main address pulls in as it should.
If it's not possible for document creation to work as it should then maybe remove the ability to forward date an address.
1 vote -
hide reports
Would like to hide some reports from the list available to use
eg debtor statements has 9 listed but would only like to show the two we currently use
Aware we can delete them but they may be of use at a later date, a few have MYOB & CCH which may use as a template in future too3 votes -
Bulk update posting dates on bills
Introduce the ability to select several bills and change the posting date in bulk. It is currently only possible to do this for one bill at a time but when you are sending thousands of bills each month and approvals aren't done immediately you might need to update the date on hundreds at a time which just isn't possible with the manual way it currently has to be done
6 votes -
Ability to send bills to multiple Accounts Payable contacts
Introduce the ability to have more than one accounts payable contact against a client.
We have a large number of clients where a Director will want to receive copies of bills but also wants copies of bills to be sent to their accounts payable department. This has been possible in alternative software's that we have looked at6 votes -
Changing document name in DM collapses propery window section if using "-" sign
Name of document when being changed in the properties tab causes the name section to collapse/disappear if we use the symbol "-" when changing the name of a document already in DM.
This symbol is very common and the name field should not disappear or collapse.
3 votes -
Add the ability import invoices from csv
We have a lot of sales invoices that change each month/quarter, it would be very useful to be able to import our sales invoices into CCH by csv in a similar way to the Xero sales import process.
6 votes -
Extra fields for contacts (like clients) and jobs (like workflow)
Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
- Contacts (find contact screen) like we have for clients
- Jobs (job management) like we have for workflows3 votes -
Move the document management plugins folder out of Program Files
Currently every workstation prompts for an admin password when an update is installed that requires the document management plugins to be updated. Program Files (x86) is a restricted folder by default in windows and requires local admin rights to write to. Can we do something about this (maybe move the folder to ProgramData)? Going around every workstation is taking hours every time an update comes out.
3 votes -
Online filing errors
If there is an error with the return which stops you from being able to validate the return to IR mark it, it would be useful if the error description was always linked in such a way that clicking on the error message would take you to the relevant screen where the issue lies. Some of the error messages are not easy to understand so this would save time hunting for the error. At the moment some of the tax return box numbers referred to in the error message are linked, but you are not always taken to a relevant…
7 votes -
Pension Savings Tax Charges
Editing the annual allowance tracker in this data entry screen causes the additional information pages to be printed, even when no pension contributions are made, so the additional info pages are blank. It would be useful to be able to get rid of these pages.
In addition, the description on the pension savings tax charge schedule reads "amount saved this year in excess of annual allowance" - even when this is not the case, and the amount saved does not exceed the annual allowance. It would be good to have this description updated.
6 votes -
SQL error in reporting
When running a report, if any filters are added then the report does not work and throws up an SQL error. The suggested workaround is to use the filter editor which also does not work well, as when a new filter is added in the editor, the list of report headings which you can filter by are all invisible. You therefore have to guess which report heading you are selecting in the list, which looks blank but each row in the list does actually correspond to a report heading.
It would be good to have the SQL error fixed or…
12 votes -
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices
Ability to remove the words Estimate or Miscellaneous Charge from all new Invoices so that all invoice templates are blank with the option of no text at all.
When raising an Invoice there are descriptions such as Total Time , Estimate or Miscellaneous Charge that appear in part 3 of the Billing Wizard. These are hard coded and as such I would like to see these altered to allow removal of all text .
Could there be an update rolled out so companies can opt out of any description text appearing at all .1 vote -
Better Export Options from The system
It would be beneficial if we could export lead schedules from AA in excel format or word, so they can be used outside of the system where appropriate. It would be beneficial if we could export anything (such as the planning packs) to either word or excel.
3 votesThank you for the suggestion. We will continue to monitor support for this idea.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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Ability to Import and Export of Timesheets on CCH
We have few employees working from home and doing bookkeeping for us. They don’t have access to CCH. Now we want them to punch the timesheet as well on weekly basis. We want to do this by importing and exporting the timesheets on CCH. So, by this we have up to date timesheet for all of the clients and can create the invoices more accurately.
3 votes -
Do not allow £0 bills to be sent to clients
It should not be possible to send out £0 bills (write offs) to clients or at the very least there should be a setting that can be ticked to disallow this.
Currently you have to rely on Accountants changing the method at stage 3 to Post and not email to prevent them being sent out but the Accountants don't actually send the bills so they don't pay much attention and can't be trusted to do this! There's also a big risk of human error here and on a number of occasions £0 bills have been sent out and we've had…3 votes -
Set WIP limits
We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.
2 votes -
Farmer's Averaging Calculation
Where prior year figures need to be manually entered or overridden in regards to adjustments for averaging (due to information not being in CCH or CCH picking up the wrong figures) the averaging adjustment is not calculated correctly. Original tax position and revised tax position figures don’t agree back to prior year figures or manually calculated figures.
Also for Farmers Averaging there is currently no link between the figures calculated in CCH and the relevant tax return boxes. It would be useful for boxes 14 and 15 on the ‘Tax payments / repayments’ section to be populated with the relevant…
7 votes -
Bulk update end date/due date from Tasks and Appointments homepage
Could there be a button to bulk update the end date (due date) of tasks from the Tasks and Appointments homepage please?
1 voteThank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.
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