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Field Chooser

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In line with the standard CCH Central functionality the right click option is available to add additional fields to the workflow homepage. The fields available differ depending on the workflow type, eg; 

Standard Central fields

  • Client Code
  • Client Company
  • Client Department
  • Client Office
  • Client Partner
  • Contact Id
  • Year End
  • Client Team Responsibilities

Assignment Jobs fields

  • Assignment Name – Displays the name of the assignment that has the job with the workflow started and it is a link to the Client > Assignments tab
  • Job Name – Displays the name of the job that has the workflow started.

Document Management fields

  • Document Name

Personal Tax fields

  • Contact Type
  • Tax Year  - Displays the tax year and opens the corresponding Tax Return that has the workflow started.
  • Tax Return Type

Corporation Tax fields

  • POA EndDisplays the Period of Account End date and opens the corresponding Tax Return that has the workflow started.

Accounts Production fields

  • AP Period End – Displays the Accounts Production Period End date and opens the Accounts Production screen corresponding to the workflow that is started on that period.

 

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