Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

| Additional Products |

Welcome to the Product Feedback Forum for ‘Additional Products’. This area is for you to have your say on product enhancements or improvements to our range of additional products. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.


First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
homepage to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

| Additional Products |

Categories

JUMP TO ANOTHER FORUM

(thinking…)

How can we improve CCH Basecone, Finsit, Twinfield and Other?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

15 results found

  1. Wolters Kluwer to partner with an Outsourcing company so I can outsource low fee/lower value work

    Would it be useful for Wolters Kluwer to partner with an Outsourcing company trained on CCH Software & Twinfield? This would enable users to outsource some of the more low value work to a company who can use CCH and ease the workload on the current staff and/or allow you to spend time on more valuable, fee generating work.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Document Upload function for Journals

    Presently not possible to attach documents and working papers to Journal Entries.
    A very important requirement to have audit trail and working papers when drilling down on Journal Entry and presently lacking functionlity.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Supplier Invoice Number Validation

    Presently Twinfield Accounts Payable does not check for Supplier Invoice s numbers and creates potential of duplication of Invoices and double payment. The feature is available on other similar packages like Xero, Quickbooks etc.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Insights to see all data not just NEO

    We currently have to import all of our invoices into Twinfields. Meaning that the "insights" tool on the dashboard is a useless tool for us. It would be better for it to read all details.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Ability to import Sales invoices to NEO Sales

    At the moment Classic Sales invoicing cannot be removed as some functionality such such as importing invoice details for batch is not possible with NEO. Be nice to only have once sales invoicing function

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Make a deleted transactions report available via API

    Would help for Ezora App Partner Reports. At the moment transactional reports cannot be updated.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Improved UI on reports.

    These are still grey which is now quite dated. Overall User Interface needs to be improved.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Send Supplier remits to more than one email address

    At the moment you are only allowed to send to one email address. However when sending customer statements you can separate e-mail addresses with ","

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Better sales ledger reports

    Reports showing customer average payment dates among other items would be incredibly useful tools.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. Send Customer Statements via PDF file rather than link

    A lot of our customers will not click on the link in the e-mail due to company restrictions on clicking links in e-mails. Or the statements end up in junk files, even if added to a safe sender list.
    Currently it means all the statements being manually forwarded on.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. Change the Customer statement sending address from no-reply

    We have a number of customers who will not open our statements because it is coming from a no-reply address, or it often finds its wat into junk files.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Add Modified Date, Status, Matched Date to Twinfield Analysis 030_2 (General Ledger Details v2) Cube

    On the Twinfield Analysis output, please can you add
    Modified Date,
    Status,
    Matched Date
    to the Twinfield Analysis 030_2 (General Ledger Details v2) Cube

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Company Settings logo (Client) rather than Organisation Settings (Practice)

    Is it possible to keep the Organisation Settings logo for the accountancy practice, but also have an option in the Company Settings for the Clients logo and if the Client would prefer their logos on reports then it would overwrite the practice logo. If a logo stored in the Company Settings then replace the practice logo.
    Be good to have a choice.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Pay & Collect Additional Column

    Request for additional column within Pay & Collect with 'sort' option for Invoice Date

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. To restrict portal access via ipaddress

    Due to GDPR and the fact that Data ideally should be under CCH's or our control. It should be possible to restrict access to any of the cloud services provided, to prevent employees' accessing any data outside of the office where we have put measures in place to protect the data. It would however, be useful if we could allow that exceptions ( if required) for partners.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Twinfield  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
  • Don't see your idea?