360 results found
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Property Losses brought forward and carried forward in computations
It would be extremely useful to clients to show the property losses brought forward and carried forward within the schedules to the tax return in the property income section.
4 votes -
Ability to export expense attachments
Expense attachments should be downloadable/exportable from CCH.
When an employee attaches receipts to their expense claims, you should be able to press 'Export' in the ribbon and it export both the spreadsheet of details and all of the linked attachments. We need this in order to upload the information to our financial management system1 vote -
Jobs automatically added when an assignment is added
I would like to be able to set up an assignment which has specific jobs attached to it so when it is added to a client, the jobs automaically add.
For example, every client has an admin assignment to which we always add 3 specific jobs. It would make the client set up process simpler if i could add the jobs to the assignment template so they add in automatically.1 vote -
Filter Limitations
I built a smart report which showed the client, assignment name and the total hours for the assignment.
I then wanted to filter it by the Employee Dept.
The I needed to exclude a couple of departments, when i added the syntax for not including the two assignments it then dropped the filter for the Employee Dept.
When I spoke to CCH the only way round this was to exclude an assignment in the Assignment code and then the other in the assignment name.It would be good if we can have multiple filters on a report where we can…
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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Data field for CGT reporting account reference in client records
It would be useful to have a data field in the main client record for the CGT reporting reference in the same location as the UTR on a client record. It would then also be useful for this reference to be able to be pulled through the the CGT screen.
At the minute we are having to save this in the DMS so we have access to it where we are engaged to do CGT reporting for a client but it would be useful to have this in a field which is easy for us to access as and when…
1 vote -
Data field for Trust Registration Service URN in Trust and Estate records
It would be useful to have a data field in the main client record near the UTR field for the Trust URN for non taxable Trusts. At present we are saving documents with this info on into the permanent assignment but it should really have a field of it's own to make it easily accessible to us where we are engaged with clients to update TRS for non-taxable trusts.
1 vote -
Improve polling for accounts submitted to Companies House
We can see when accounts have been accepted by Companies House by checking Companies House, however CCH submissions database will still show as pending even if something has been submitted days/weeks ago. When you click on the blue pending hyperlink within the database it will then tell you it is accepted and change the blue pending hyperlink to 'Accepted'. When the database does it's polling can this field be updated so that it shows the correct position without having to manually update it.
30 votes -
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list?
When raising an invoice and using the 'estimate to complete' option, please can any jobs that have been closed be removed from the list? For example, we have an assignment called 'Monthly Accounts' and then there is a job under this assignment for every month of the year. We are over a year into using CCH and the list of every job is getting longer! in 4 years time, we are going to have to scroll through 4 years of monthly jobs when raising an 'estimate to complete' on an invoice which is not very user friendly!
3 votes -
Document Centre - Additional Tab for Author
Could an "Author" tab be included as a field in the Document centre. This causes us issues after an email has been filed, as it only shows the client partner but not who the author is, so when trying to find an email it makes it harder to find, as you have to open up each email just to see who it was sent by. We have tried using the "From" tab, but this still doesn't show the correct information we after.
1 vote -
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 -
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.
4 votes -
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.
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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 -
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.
8 votes -
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
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