405 results found
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Efiling Emails and PDFs
currently, if you upload a PDF from 2019 then that is the created date that shows, however if you upload an email from the same date, the created date shows as today. Would be great if the created date could be the date of the actual email.
3 votes -
Access to the External Reviewer
In many countries, audit files are subject to review by external regulators like The Institute or the Audit Oversight Boards.
In previous borland database version, there is a possibility to give audit file to the reviewer for a particular client and for a particular year as a backup. This is the secured practice to give access to external reviewer to that extent he or she required.
However, in the updated version, you can not restrict external reviewer to the required year. If you give access to reviewer to the client, he or she can access previous years without any permission.…
12 votes -
The ability to bulk update office and/or department on assignments
Could we have a bulk update option for Office and Departments for Assignments similar to that on the Client tab's bulk update options? It doesn't really make sense to be able to update the client records but for each assignment that will need to be updated, we have to go in to each assignment on each affected client and manually update offices and/or departments which can easily take up a lot of time.
13 votes -
Reduction in scan quality
The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.3 votes -
Partnership - Contacts - Employee
Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.
1 vote -
Allow job creation from DM filing window
So often I find that I want to file to the 'next year' job when it has not been created yet so have to abandon the document filing, go and create the job then back to filing. Would be great if we could create the job from the filing window.
21 votesThanks 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
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When bulk updating documents within a client, you normally do not want to have to search for the same client
When bulk updating documents within a client specific DM tab, step 1 of the field chooser should not have client/contact/assignment/job all on one line, as we have to then select the client again. in most instances we are not changing the client it is a bulk update of assignment and jobs that are done regularly, especially in relation to AP and working papers. Can this therefore appear as a separate item like other things on step one of the bulk update screen. Requested by Fozia Muddassir from Reddy Siddiqui LLP
1 vote -
Ability to be able to make write off type inactive
As the firm develops their write off reason may become more accurate and the old reasons no longer applicable. It is not possible to delete them as there is historic data but being able to make them inactive will stop employees from using them in error.
9 votes -
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
1 vote
Hi,
This item is under consideration for the next quarter.
Thanks
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WP documents within Document Centre
We would like WP documents to be hidden from view within Document Centre so as not to clog up the Document Centre system. Thank you
7 votes -
We are finding users are exchanging client advice using Chat in MS Teams. No way to easily save content from Teams into CCH Doc Man.
Integration between Teams and CCH DM are users are no using it over email to discuss and share client advice.
5 votesHI Douglas
Thanks for adding this to UserVoice.
This is being explored at the moment; we will be demonstrating a POC at the next Scottish User Group.
Evan Jones
Lead Product Manager -
Option for Manual Entry of Date in Working Papers
An option of entering date in working papers manually rather than auto filling of date based on system date will be helpful for the firms in presenting it audit files to regulatory reviewer. Reason behind is that sometimes firms have to issue audit report on some back date on the insistence of client despite the fact that audit work was performed on current dates and in current scenario it not possible to provide any justification to regulatory reviewer regarding the date issue.
7 votes -
Invoice date
We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?
27 votesThanks 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
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Export to excel
Export to excel - Calculated fields in the CCH Report should be included when the CCH report is exported.
The only way to export the calculated fields is using the export at the top left of the screen then the whole spreadsheet comes over as a text file which has no value for data manipulation.
7 votes -
Working papers for charity and adapted entities
We have a number of charities which there is no option to attach a working papers template and says it is not supported, would be helpful if this was put into development so we can store files all in the same place.
We also have an enity for trusts which we adapted from a partnership entity to match the layout required, this has the same issue of not supporting working papers so if there was a way to manually bring in a working paper template it would save having different filing sources.10 votes -
Email templates
We send annual emails or letters to our clients for tax investigation services. It would be useful to be able to set up an email template and then attach the invoice.
2 votes -
Associated contact email option on VAT invoices to print screen
When selecting to send a VAT invoice by PDF email it would be great to have the box come up which asks which associated contact you would like to send this to and then it inserts that person's primary email address when it creates the Outlook message. This option is already available in document centre when sending things by email and would save a lot of time manually entering this on the VAT invoices to print screen as companies don't have email addresses, people do and you can't have duplicate email addresses or them listed against the company for OneClick!!
7 votes -
Configure defauly assignment and document type for system generated documents
Where a tax return or set of accounts is published to DM, have the ability to set the assignment it should be tagged to as well.
15 votesThanks 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
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Support Microsoft 365 AutoSave functionality
Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.
3 votes
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