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3 results found

  1. Be able to check in all checked out documents

    12 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Adam Palmer supported this idea  · 
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    Adam Palmer commented  · 

    This is possible in the Document Centre, you can search for documents checked out to you and even setup a saved search to save some time.

    We have a popup when we close CCH to automatically check-in all documents we have opened which is really helpful.

  2. Lead schedules not pulling through as standard (debtors >1yr)

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Adam Palmer supported this idea  · 

  3. Working papers - Functionality of moving/preparing working papers

    40 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Adam Palmer supported this idea  · 
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    Adam Palmer commented  · 

    I have a similar opinion that organising/approving the working papers is more time consuming than it probably should be.

    Quite often when I have re-ordered a working paper folder, I find that the order didn't save when I next login to the client or I add another paper and they snap back to their random order.

    Could they not just automatically sort based on their individual references? - Or at least provide this option.