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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

53 results found

  1. Selecting from a list of tags

    9 votes
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    0 comments  ·  | CCH Central Suite | » CCH Review & Tag  ·  Admin →
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    Under review  ·  Dean Shepherd responded

    Hi Chris

    Another good suggestion.

    Let’s see how big a pain point this is for everyone.

    Kind regards,

    Dean
    Dean Shepherd ATT CTA
    Senior Product Manager (Compliance)

    Kerry Hibbert supported this idea  · 

  2. Creating PDF from document in the document center

    3 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  3. Finalising/locking documents in document centre as well as working papers

    1 vote
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Kerry Hibbert shared this idea  · 

  4. Lock working papers once reviewed

    13 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  5. Include fields for Engagement letter and ID in the main tab for all clients

    2 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  6. Publishing to DM

    4 votes
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    0 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  7. Sorting active workflow tasks, on home page by due date of individual step in progress

    12 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  8. Create new fields to add to the field list - "Budget hours". Hours shown in client assignment job/schedule details, not shown on field list

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  9. 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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    Kerry Hibbert supported this idea  · 

  10. Workflow terminating notification

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kerry Hibbert shared this idea  · 

  11. Consistency of terminology (Partner or Client Partner)

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  12. Improve polling for accounts submitted to Companies House

    30 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Review & Tag  ·  Admin →
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    Kerry Hibbert shared this idea  · 

  13. Taking too long to pre-validate & submit

    7 votes
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    0 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Kerry Hibbert shared this idea  · 

  14. Filing Accounts at Companies House

    6 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  15. Please can we have 64-8 produced from the software, so we can send to client for authorisation.

    19 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  16. Improve tagging when correcting tags in 1 set to avoid having to do the process twice

    2 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Review & Tag  ·  Admin →
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    Kerry Hibbert supported this idea  · 
    Kerry Hibbert shared this idea  · 

  17. Allow bulk complete on multi-task workflow steps on the task homepage

    42 votes
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    Proposed  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  18. It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V

    2 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kerry Hibbert supported this idea  · 

  19. Access to the customer community direct from Central without another password

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

    Thanks for the feedback.


    We are working on how we can resolve this to make it a more seamless log in experience.

    For now you can you use your browser to remember your log in and password credentials to enable a more seamless experience.



    Evan Jones

    Lead Product Manager

    Kerry Hibbert supported this idea  · 

  20. Ability to remove "requires approval"/pending requirement without deleting message/document.

    29 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Kerry Hibbert supported this idea  · 
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