386 results found
-
Foreign employment income
If you enter foreign employment income which is not taxable in the UK, this shows on the tax computation as 'allowable expenses'. This is a misleading narrative which should be changed.
1 vote -
finance costs box 44
The description for box 44 in the land and property data entry screen is "Residential finance costs not included", however, even if the entirety of the finance costs incurred are included and utilised during the current year, they are still included in this box. The total of the finance costs are still included in this box if they are not utilised. Either the description of the box needs to be updated, or there need to be two separate boxes to show finance costs included and finance costs not included.
1 vote -
Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates
We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.
We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.
We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…
1 voteThank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.
-
Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes -
Report Scheduler
Can we add functionality that allows users to pre schedule the running of standard CCH reports that are used on frequent basis so that they can be auto generated & saved out for users to access at the appropriate time. This could be a significant time & cost saving for all firms by removing the need for users to spend time manually generating each time e.g. daily / weekly / monthly etc.
4 votes -
The ability to use Word Developer and the ability add drop downs/paragraph control boxes -or the capability to add rule-optional paragraphs
It would be helpful to be able to add the Word Developer functionality when designing/editing templates - ie.dropdown choice boxes and paragraph content control boxes.
Alternatively optional paragraphs added to the template -triggered by the clients data or choices chosen by the user2 votes -
Record time spent on client accounts
CCH Practice - a function to start recording time spent on client accounts. For example, once a client file is opened, then option to start the clock and record amount of minutes spent. Then when closed, add notes for what was done - chargeable or not.
1 vote -
It would be useful if the Tax Manager could have an email confirming a tax return had been approved as well as the person who sent it
it would be useful if the tax manager had a notification of returns approved and submitted as well as the person who has submitted them
4 votes -
Invoice numbering not sorting correctly when invoice numbering reset in Fully Billing History
Our invoice numbering was reset due to a fault with Central and when we restored the numbering sequence to match our original invoices, the invoices that were created afterwards don't sort correctly in Full Billing History.
So instead of them following eg 1, 2, 3, 4, 5 etc (in ascending order) they might look like 5, 1, 2, 3, 4 where 5 is an invoice after the reset.
3 votes -
Issue with scaling on drop down filter menu in DM.
In Document Centre, when trying to filter in the search area, the drop down menu doesn't show the complete list. It's hard to explain without an image, but the list becomes transaparent and then only shows the items the mouse is selecting.
This is relating to a drawing issue affected by scaling in display settings for a specfic monitor. If the monitor is not set at 100% scaling, regardless of the resolution, then this appears to occur.
There is a script fix available should the problem occur. However, please can this fix be built into an update rather than have…
3 votes -
e-PAY Integration with Crezco (BACs payment) similar to Stripe (card payments)
Have an integration with Crezco on bills for BACs payment similar to the e-pay integration with Stripe
3 votes -
Add next accounts made up to date in CCH Company Secretarial
Can the next accounts made up to date be populated from Companies House Data. The ARD and filing deadline are there but it would be very useful to be able to report on actual year end dates.
3 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager for Accounts & Audit
-
Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
3 votes -
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central
Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.
This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.
5 votes -
digital tax
Please remove the orphaned Digital Tax > HMRC Authorisation option from maintenance menu in CCH Central. I have wasted 2x days authorising our DTA and just learned this option does not do anything for authorising DTA.
8 votes -
Mandatory addition of Accounts Payable contact
Please can it be mandatory for an Accounts Payable contact to be added when a new client is created? We have big issues with e-Billing where no Accounts Payable contact exists to send the email to
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 -
Ability to change the contact type of a client
We are unable to change a contact type (from LLP to Limited for example). I can see this makes sense where tax returns or accounts have already been produced, but it would be useful if we could make the change if they have not been created, even if bills have been raised, or at least have a work around or override option.
6 votes -
Use "child lines" in the detailed P&L when importing from AP
Currently AP brings the main headings into the P&L as income and expense rows, but each item of expenditure is entered as an analysis item instead of a child row. This means that we are unable to add analysis of items on the DPL for the tax comp.
For example, an Entertainment cost could contain both allowable and disallowable items. Before we used the AP link we would show the Entertainment cost as a child row in the DPL and then insert an analysis so the split for HMRC was clear. Now we link with AP we can no longer…
3 votes -
Disabling specific VAT rates on clients and billing
We have a number of VAT rates available on setup for client/supplier records and available for billing. Some of which are old and don't need to be used. Can we have the option to make unavailable specific VAT rates but keep the unused ones for historical reporting purposes. Examples of where are in the Client Tax Rates and Tax Rates options under File>Maintenance>Client/Supplier
3 votes
- Don't see your idea?