Topic results FAQs

Onboarding
Support - Frequently Asked Questions
This document provides a comprehensive FAQ guide for users of the Wolters Kluwer Support Portal, covering registration, login issues, password recovery, and multi-factor authentication (MFA) access. It outlines steps for registration through an organization’s Account Administrator, troubleshooting access problems, and guides users on how to log support cases, utilize the search feature, and access the UserVoice feedback forum. Additional tips include ensuring the portal's compatibility with modern web browsers and joining news groups for updates. The guide aims to streamline user support and enhance user experience within the portal.
More information
Power BI
FAQs
This document provides answers to frequently asked questions about Power BI, outlining how to get started, the necessity of a Power BI subscription, and recommended steps for pre-implementation. It discusses lead time for implementation, the requirement of an onsite technical contact, connection capabilities with other software, and future updates for the dashboards. Interested users are encouraged to contact their account manager for further assistance and demo arrangements.
More information
CCH OneClick
Proposition FAQs
This document provides FAQs about CCH OneClick's licensing and functionality. It clarifies that only one license is needed for all parties involved in a pension scheme, allowing for selective document sharing among them. Advisors can deactivate a client for projects but are limited to two deactivations before permanent deactivation occurs; they will not be charged for deactivated clients. Furthermore, a "client" is defined as any individual or entity with a service contract, ensuring no multiple charges for various income sources under the same client.
More information
CCH OneClick
Product FAQs
The document provides FAQs about CCH OneClick, covering key areas such as necessary URLs for access, integration with CCH Central, and data flow with external accounting systems and HMRC. It discusses the discontinuation of native mobile applications in favor of Progressive Web Applications (PWAs), which offer enhanced functionality, such as offline access and push notifications. The focus is on improving performance and security, along with onboarding support for users. The shift to PWAs is positioned as the future of mobile application development, aiming to provide a better experience for users and clients.
More information
CCH OneClick
Security FAQs
The document addresses security FAQs for CCH OneClick, covering topics such as data duplication, login management, client access controls, data encryption, and usage by Wolters Kluwer. It explains that while clients own their data, the company is developing plans for data aggregation and anonymization for enhanced services. Security measures include HTTPS encryption, application patching protocols, and rigorous testing procedures. Data is hosted on Microsoft Azure in secure locations, adhering to shared responsibility principles between Wolters Kluwer and clients. Additionally, user management and access are governed via CCH Central settings.
More information
CCH Workflow
Resume Blocked Instances
The document explains how to handle blocked workflow instances within the CCH Workflow Service. It details navigation steps to access the "Resume Blocked Instances" feature through the maintenance menu. Users can manually resume a blocked workflow by selecting it from a dialog and clicking "Resume," after which a success message confirms the action. The resumed workflow continues from the last completed Central Task.
More information
CCH Workflow
Troubleshooting
This document provides a guide to troubleshooting within the CCH Workflow system. Key topics include Homepage Reporting, Workflow Service Errors, and details on handling Workflow Service Polling Time. It outlines how to resume blocked instances caused by interrupted automated steps, and explains the service's ability to run multiple processes simultaneously for enhanced workflow efficiency. The document includes links to each section for easy navigation and access to more detailed information.
More information
CCH Workflow
Workflow Service Polling Time
The document discusses modifying the polling time between the workflow service and the database, currently set at 1000 milliseconds in the configuration file. It provides instructions to locate and change this value to adjust the time taken to start a workflow and update the homepage. Key implications of altering the polling time include affecting the speed of workflow initiation and the frequency of homepage updates.
More information
CCH Workflow
Workflow Service Errors
This document addresses common issues and configurations related to the CCH Central database upgrade process. It highlights problems such as the Workflow Service not being installed or updated, being manually stopped, or having multiple instances installed on different machines. Additionally, it discusses a configuration key that allows users to suppress warning messages regarding the Workflow Service status and provides instructions for modifying this key in both Ribbon and Task Bar modes. It emphasizes the need to restart CCH Central after making changes to activate new settings.
More information
CCH Workflow
Workflow Service – Multiple processes
The CCH Workflow Service has been enhanced to efficiently support multiple processes, significantly improving performance and reducing workflow initiation time from two minutes to under one minute for 100 workflows. A new configurable key, NumberOfRunningProcessesPerVersion, is introduced, with a default setting of 3 processes to optimize resource usage. The service initiates versioning processes depending on workflow actions, including validator processes for previous build versions. These enhancements streamline the workflow system while maintaining effective resource management.
More information
Training and Consultancy
FAQs - Installations
This document outlines frequently asked questions related to practice management conversions, covering topics such as technical recommendations, pre-installation information, installation timelines, and system readiness. It addresses the possibility of maintaining operations during installations, service hours, collaboration with IT providers, and post-installation reporting. Additionally, it discusses user capabilities for software setup, updates, and system migration to the cloud.
More information
CCH Trust Accounts
US Securities - FAQs
This document outlines methods to receive and import US securities data from different feeds, detailing the Exshare feed from ICE Data Services and the Telekurs feed from SIX Financial. It discusses code alternatives, specifically SEDOL, ISIN, Common codes, and Valor codes. For importing transactions using US ISINs, it suggests consulting brokers for alternate codes or creating a mapping spreadsheet. Additionally, it describes search functionalities available within securities screens, emphasizing the efficient "Quick" search option for finding securities by their names.
More information
CCH Central
Troubleshooting Backup and Restore
The document provides troubleshooting guidance for the CCH Backup and Restore Utility, specifically addressing issues with the service's operation. It includes steps to clear the Events log using the Event Viewer, recommending users to contact CCH Customer Care first. Additionally, it outlines how to create a desktop shortcut for the utility by navigating to the specific file location and using the right-click option.
More information
CCH Fixed Asset Register
No Depreciation Calculated
This document explains that no depreciation is calculated in the Fixed Asset Register if the asset entry is dated on the last day of the year and the option to calculate a full year's depreciation is not selected. It also addresses a potential issue where a "Success - 0 journals posted" message may occur due to unbalanced draft journals. To resolve this, users should delete unposted journals before attempting to post depreciation again.
More information
CCH Trust Accounts
Multicurrency - Frequently asked questions
This document addresses a frequently asked question regarding the absence of profit on exchange after selling a holding in investment management software. It explains that profit on exchange is not calculated if the option "Calculate Inv Profit on Exch" is not selected in client classes. The document outlines steps to enable this feature, warns of potential complications such as the need for data backup and the risk of duplicate cost write-downs if manual adjustments were made previously. It recommends testing the setting in a standalone system before proceeding.
More information
CCH Central
Licensing - Troubleshooting
This document provides troubleshooting steps for common licensing issues in a concurrent user-based application. It explains how to resolve situations where the system incorrectly believes all licenses are in use due to a crash. Instructions include checking the product license information, managing processes in Task Manager, and waiting for licenses to be freed. Additionally, it addresses errors related to downloading and importing PINs, offering solutions for messages indicating no PIN is present or failed decoding due to incorrect client codes or expired PIN files.
More information
CCH Practice Management
FAQs - Practice Management Conversions
The document addresses frequently asked questions about practice management conversions, including the limitations regarding the conversion of customised reports, billing templates, and workflows from third-party software. It outlines options for reporting and workflow templates provided during implementation, discusses the possibility and costs for live data conversion outside regular hours, and emphasizes secure data exchange protocols. It also recommends dedicating a team familiar with the data for the project while noting that advanced Excel skills are not necessary, just familiarity with the client's data.
More information
CCH KPI Monitoring
FAQs - KPI Monitoring
This document addresses frequently asked questions regarding CCH KPI Monitoring, particularly about upgrading to version 10. Customers on version 9 can upgrade anytime if annual support is current, without extra charges for the software. A temporary amnesty until March 2021 allows users with lapsed support to upgrade immediately. Version 10 introduces capabilities for creating alerts on Cloud databases using REST APIs. For more details, users are directed to the provided link on the features and benefits.
More information
CCH Fixed Asset Register
Breadcrumbs
The document explains the concept of "Breadcrumbs," a navigation feature found at the top of the Fixed Asset Register screens. It describes how Breadcrumbs display the navigation history as users move through different screens. The first label indicates the client code and current year end, while the last label represents the current screen, which is not clickable. Users can click on the hyperlinks to return to previous screens.
More information