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34 results found

  1. email

    4 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Jake Day supported this idea  · 

  2. Add a collapse all button for the different folders

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

  3. Improve the filing options

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Jake Day supported this idea  · 

  4. 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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    Jake Day supported this idea  · 

  5. Adding Cash residue when starting a new portfolio.

    6 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH CGT & Dividends  ·  Admin →
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    Jake Day supported this idea  · 

  6. Tidy up smart reports/reporting

    13 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Jake Day supported this idea  · 

  7. Update Timesheet details when filing to DM

    14 votes
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    1 comment  ·  | 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

    Jake Day supported this idea  · 

  8. Email templates

    2 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Jake Day supported this idea  · 

  9. Why is there no APP for updating time records for remote workers

    14 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Jake Day supported this idea  · 

  10. "Year End" field and "Next Accounts due" field on Main tab

    78 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Jake Day supported this idea  · 

  11. Enable the use of PDFs in email mail merge

    6 votes
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    0 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

    Jake Day supported this idea  · 

  12. Microsoft Power Platform Connector

    4 votes
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    Acknowledged  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Jake Day supported this idea  · 

  13. CCH Database API

    18 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Proposed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    There are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.

    Jake Day supported this idea  · 

  14. At-a-glance comparative to prior year's Tax Return

    46 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Jake Day supported this idea  · 
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