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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

9 results found

  1. out of office

    6 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Fozia Muddassir supported this idea  · 
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    Fozia Muddassir commented  · 

    There should also be an option to add further notes, such as !contact ... in my absence", or an auto-forwarder to another employee while they are away

  2. Read receipt

    8 votes
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    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Fozia Muddassir supported this idea  · 
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    Fozia Muddassir commented  · 

    At the moment we can see who viewed a message uploaded in oneclick (via website - not central) which is handy for audit trail purposes. However, a similar read (date and time stamp) would be useful where a client might bypass the message tile and go straight to the documents tile on oneclick and just download / view the documents there. We find this is useful where we are uploading documents (e.g. monthly payroll) that do not require approval.

  3. Extra fields for contacts (like clients) and jobs (like workflow)

    3 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Fozia Muddassir shared this idea  · 

  4. Team responsibility at client or assignment level

    4 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Fozia Muddassir shared this idea  · 

  5. Convert from Client to Contact without deleting OneClick Account

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

  6. Digital Data Review

    6 votes
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    Acknowledged  ·  2 comments  ·  | CCH OneClick | » DDR  ·  Admin →
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    Fozia Muddassir commented  · 

    Also all sections of the completed DDR should be able to be sent to the tax return like we can for the DTA.

    The DTA allows us to select a whole section, whereas in the DDR we have to select individuals lines within a section. This is time consuming.

    The DTA refresh button is also not pulling in information from HMRC into the DDR section. Please look into this.

    Our tax return workflow has a cloud step "client completed DDR" and although client has completed ad we have approved all sections, the workflow does not move along to the next step.

  7. Icon to change colour on suspended accounts

    5 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Fozia Muddassir supported this idea  · 

  8. Reduction in scan quality

    3 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Fozia Muddassir shared this idea  · 

  9. Re Adding Attachments to OneClick Message

    8 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Fozia Muddassir commented  · 

    Also there should be a tick box to select all the attachments and file them in the same folder rather than one by one, which is time consuming.