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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

14 results found

  1. Ability to collapse all Assignments in WIP enquiry screen

    8 votes
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    2 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  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

    Heidi Voden supported this idea  · 
    An error occurred while saving the comment
    Heidi Voden commented  · 

    The same for document manager being able to collapse every filter in one go instead of one by one.

  2. View/preview a bill in Billing tab instead of viewing via pdf

    24 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Heidi Voden supported this idea  · 

  3. Reporting - Workflows

    9 votes
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    0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Heidi Voden supported this idea  · 

  4. Tidy up smart reports/reporting

    13 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Heidi Voden shared this idea  · 

  5. Intergrate Xero with Practice Management

    5 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Heidi Voden supported this idea  · 
    Heidi Voden shared this idea  · 

  6. Close client routine

    20 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Heidi Voden supported this idea  · 

  7. pdf individual documents

    28 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Heidi Voden supported this idea  · 

  8. 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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    Heidi Voden supported this idea  · 

  9. 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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    Heidi Voden supported this idea  · 

  10. Invoice date

    27 votes
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    0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  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

    Heidi Voden supported this idea  · 

  11. Link client creation to money laundering service

    40 votes
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    4 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Started  ·  Evan Jones responded

    I’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.

    This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.

    More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.

    If you would like to know more please email lamorna.harris@wolterskluwer.com

    Evan Jones
    Lead Product Manager

    Heidi Voden supported this idea  · 
    An error occurred while saving the comment
    Heidi Voden commented  · 

    Hi Evan, when do you expect that the client onboarding tool will be announced/released?

  12. 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

    Heidi Voden supported this idea  · 

  13. Ability to select which email address to use for an individual on each different association type they hold.

    20 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Heidi Voden supported this idea  · 

  14. Add a feature to archive or close contacts rather than just delete.

    5 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Heidi Voden shared this idea  ·