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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

14 results found

  1. Client Email Notifications

    22 votes
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    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  · 

  2. Repeat Billing - to allow both estimate to complete and misc charge on one bill

    8 votes
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    0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

    John Sumner supported this idea  · 

  3. CCH Invoice Highlight Most Recent

    5 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    John Sumner supported this idea  · 

  4. Intergrate Xero with Practice Management

    5 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    John Sumner supported this idea  · 

  5. ITS 53144 To allow selection and filing to an Assignment and Job from the Mail Merge Wizard when filing to Document Management

    14 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    John Sumner supported this idea  · 

  6. Improve creation of a PDF from a document in document centre

    23 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    John Sumner supported this idea  · 

  7. VAT reference box within main client tab

    28 votes
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    John Sumner supported this idea  · 

  8. Ability to edit an associated relationship

    27 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks 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

    John Sumner supported this idea  · 

  9. Ability for Reviewer to send as creator

    20 votes
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    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    An error occurred while saving the comment
    John Sumner commented  · 

    The approval process for OneClick messages to clients is very inefficient and slow. The reviewer is required to take 10 or more actions to review and send a message back to the staff member who then in turn requires another 4 actions to send the message on to the client.

    We would hope that a quick ‘Approve’ function could be added to either reply back to the originator or to just ‘Send As’ the member of staff once approved. Ideally there would be a choice for the reviewer of either action.

    John Sumner shared this idea  · 

  10. Deleting Associations

    6 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  · 

  11. Easier filing to DM for Portal documents

    7 votes
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    Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  · 

  12. CC function improvement to add contacts

    7 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  · 

  13. Forwarding a portal message to another contact of the client team

    7 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  · 

  14. Admin POV: Notification When Message has Failed to Send (Red Light)

    32 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    John Sumner supported this idea  ·