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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

36 results found

  1. Edit billing explanation

    0 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole shared this idea  · 

  2. Billing explanation

    3 votes
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    1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole commented  · 

    This is already possible - right click in stage 2 of billing wizard.

  3. Just one document approval email

    2 votes
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    0 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole shared this idea  · 

  4. Ability to remove "requires approval"/pending requirement without deleting message/document.

    29 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole commented  · 

    This would be very useful, rather than having to delete the document entirely.

  5. Select current main address, not future address

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole shared this idea  · 

  6. Ability to edit an associated relationship

    27 votes
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    2 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

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    Cara Cole commented  · 

    It would also be great to be able to add a contact as multiple associations at the same time by selecting a few association types.

    Cara Cole supported this idea  · 

  7. CC function improvement to add contacts

    7 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole commented  · 

    This is still an issue for our clients - they need to be able to CC other members of their own team (client side) into a reply. Same practice side, we should be able to CC other client users into an existing thread.
    Is this being considered for a fix?

  8. To be able to have a PDF as a document template

    13 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  9. Hold back message notifications until after activation

    10 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  10. Associated contact details of open clients

    4 votes
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    0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Cara Cole supported this idea  · 

  11. Personal details from Central to show on clients oneclick

    6 votes
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    Acknowledged  ·  2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole commented  · 

    A lot of our clients have mentioned that they expected this to be visible when they signed up for OneClick. Also, it would be useful if the portal could show which invoices are outstanding too.

  12. Ability to change the contact type of a client

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole shared this idea  · 

  13. Pop up warning user that other assignments on client are set to Invoice

    2 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole shared this idea  · 

  14. Ability to set default nominal code across all practice companies

    3 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole shared this idea  · 

  15. You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre

    9 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  16. Bar Codes

    8 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  17. Display most recent linked email only

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  18. Facility to save attachments from emails when autosaved to DM

    16 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  19. 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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    Cara Cole supported this idea  · 

  20. When entering dates you can't enter the 31 as a day without changing the month first

    17 votes
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    1 comment  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Cara Cole supported this idea  · 
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