Settings and activity

10 results found

1. Review Function

   18 votes

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   Proposed  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Delete…  ·  Admin →
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   Rebecca Jones supported this idea  ·  Nov 7, 2023

2. Set WIP limits

   2 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Rebecca Jones supported this idea  ·  May 25, 2023

3. Working Notes (like in Personal Tax)

   36 votes

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   Acknowledged  ·  8 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Delete…  ·  Admin →
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   Rebecca Jones supported this idea  ·  Nov 7, 2023
   Rebecca Jones shared this idea  ·  May 25, 2023

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  ·  Delete…  ·  Admin →
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   Rebecca Jones supported this idea  ·  Apr 27, 2022

5. Search facility

   16 votes

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   Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Rebecca Jones supported this idea  ·  Feb 26, 2021

6. Notification when client doesn't wish to sign up for OneClick

   128 votes

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

   
   

   Rebecca Jones supported this idea  ·  Feb 26, 2021

7. Client Email Notifications

   22 votes

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

   
   

   Rebecca Jones supported this idea  ·  Feb 26, 2021

8. Date record on OneClick Activation

   3 votes

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

   
   

   Rebecca Jones supported this idea  ·  Feb 26, 2021

9. Use of a Trusted Device option

   32 votes

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

   
   

   Rebecca Jones supported this idea  ·  Feb 26, 2021

10. Automatically convert documents to PDF for Portal

    28 votes

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

    
    

    Rebecca Jones supported this idea  ·  Mar 11, 2020