Settings and activity

12 results found

1. Unable to delete clients and contacts linked to group billing

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   5 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Started  ·  Evan Jones responded

   This is being worked on now

   Evan Jones

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   Alastair Wilkins commented  ·  Dec 19, 2019  ·  Edit…  ·  Delete…

   An update on this item would be appreciated.

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   Alastair Wilkins commented  ·  Feb 8, 2019  ·  Edit…  ·  Delete…

   This is becoming extremely frustrating and is preventing us from staying GDPR compliant.

   This needs to be an urgent priority!

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   Alastair Wilkins supported this idea  ·  Feb 8, 2019

2. Bar Codes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Alastair Wilkins supported this idea  ·  Nov 20, 2019

3. Prevent edits to TB's imported from AP

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   0 comments  ·  | CCH Central Suite | » CCH Audit Automation  ·  Delete…  ·  Admin →
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   Under review  ·  AdminLamorna Harris (Admin, CCH Software) responded

   Thank you for the suggestion. We will continue to monitor support for this idea.

   
   

   Lamorna Harris

   Senior Product Manager for Accounts & Audit

   Alastair Wilkins shared this idea  ·  May 30, 2019

4. approval per document

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   0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Alastair Wilkins supported this idea  ·  Apr 15, 2019

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

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   2 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminMohammed Sidat (Admin, CCH Software) responded

   
   

   Alastair Wilkins supported this idea  ·  Apr 15, 2019

6. Fix the way links work on CCH papers

   7 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Delete…  ·  Admin →
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   Alastair Wilkins shared this idea  ·  Apr 15, 2019

7. Allow viewing and zoom controls on prior period finalised working papers

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Delete…  ·  Admin →
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   Alastair Wilkins shared this idea  ·  Mar 5, 2019

8. Allow documents/papers to be rolled forward on year-end, like notes.

   41 votes

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   Proposed  ·  1 comment  ·  | CCH Central Suite | » CCH Working Papers  ·  Delete…  ·  Admin →
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   Alastair Wilkins shared this idea  ·  Nov 22, 2018

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

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Delete…  ·  Admin →
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   Alastair Wilkins supported this idea  ·  Oct 10, 2018

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

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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Delete…  ·  Admin →
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    Alastair Wilkins supported this idea  ·  Sep 27, 2018

11. Ability for Reviewer to send as creator

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    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    Alastair Wilkins supported this idea  ·  Sep 27, 2018

12. Portal Message Centre for Un-activated clients

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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Delete…  ·  Admin →
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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

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    Alastair Wilkins commented  ·  Aug 13, 2018  ·  Edit…  ·  Delete…

    This would hurt circumstances where you wish to send documents out but don't want to wait for the client to activate.

    E.g. - First time portal user, you have draft accounts to send but don't want to wait until they're enabled, so you can send over and then when they activate it is waiting for them, shortening your to-do list.

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