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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

38 results found

  1. 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  · 

  2. Close client routine

    20 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Fozia Muddassir shared this idea  · 

  3. Digital Data Review

    6 votes
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    Acknowledged  ·  2 comments  ·  | CCH OneClick | » DDR  ·  Admin →
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    An error occurred while saving the comment
    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.

  4. 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  · 

  5. 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  · 

  6. Remove OCRing for documents scanned via a photocopier

    6 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Fozia Muddassir supported this idea  · 

  7. Right click delete and split options

    12 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

    Fozia Muddassir supported this idea  · 

  8. Flag client

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

  9. 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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    Fozia Muddassir commented  · 

    Agree and the ability to filter tasks, such as based on tasks type / code, would help to identify what to bulk update.

    There should also be the ability to filter for various fields which would remain as you can with workflows so irrelevant tasks automatically created with workflows can be ignored.

  10. Additional information on Companies House filing history and status tab

    4 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Review & Tag  ·  Admin →
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    Fozia Muddassir shared this idea  · 

  11. 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.

  12. By enabling users to be able to sign off more than once document at a time

    24 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Fozia Muddassir supported this idea  · 

  13. 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)

    Fozia Muddassir supported this idea  · 

  14. Easier deletion of multiple tags

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Review & Tag  ·  Admin →
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    Fozia Muddassir supported this idea  · 

  15. Better reporting of tags used in document

    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

    Good suggestion.

    I’ll leave this one open and see what kind of support this gets.

    Kind regards,

    Dean
    Dean Shepherd ATT CTA
    Senior Product Manager (Compliance)

    Fozia Muddassir supported this idea  · 

  16. 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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    Fozia Muddassir supported this idea  · 

  17. Improve the range of CT Reporting fields

    24 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Fozia Muddassir supported this idea  · 

  18. 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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    Fozia Muddassir supported this idea  · 
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