Save Your Emails for Use Later

Posted on May 18, 2012 by Mark

You can now save emails you send with invoices for later use. Click the disc icon next to the message box and select whether you want to save the email for the current customer, or for all of your customers. And that’s it! Next time you email an invoice, the saved one will appear in place of the system default one.

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On-line filing of VAT returns is now a statutory requirement

Posted on April 26, 2012 by Mark

On-line filing of VAT returns is now a statutory requirement.

To register you will need to enter data on line as follows

  • VAT registration Number.
  • The effective date you first registered for VAT
  • The figure from Box 5 of your latest submitted return

Do not wait until it is too late! Register today.

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New ICAN Forum is Now Open

Posted on April 18, 2012 by Mark

Posts might be a bit sparse at present, but the ICAN User Forum is now open. The forum is open to all ICAN users (though you will have to register to post comments) and provides a direct link to developer:Mark and founder: Nigel.

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UK SME’s demand that their accountants process ALL their documents online within 24 months, new survey reveals

Posted on March 19, 2012 by Mark
SME’s are migrating many of their business functions online to save time and money
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London, U.K. (October 21, 2011) –  Over a third (38%) of SME’s expect their accountants to process all their documents in a digital format within the next two years, a new CCH survey reveals.
The client-driven ‘expectation’ deadline also shows that almost three quarters (73%) said that wanted to send at least half of their information to their accountant in a digital format.
Other key findings unearthed in the survey revealed that SME’s are migrating many of their business functions online to save time and money, with sales, purchasing, marketing and recruitment all now firmly established as online activities.
And the trend continues with ‘professional’ activities such as insurance, banking and accounting, with entrepeneurs now looking to conduct these in an online arena.
Banking was the single most popular online business and accounting function, with 60% of respondents performing at least some banking online, fuelling the expectation of online services SME’s are transferring to their accountant.
Simon Crompton, head of CCH Software, said: “As the appetite for – and use of – online systems grows, particularly among a younger generation of entrepreneurs, SME’s are emerging as the driving force in the adoption of new technology. Accountants need to ask themselves – and their clients – where their own clients stand on this issue.
“Although some may be happy to carry on accessing accounting services in more traditional ways, it’s unlikely that the majority will be prepared to do this indefinitely.  Our survey suggests that we’ve already reached a tipping point, with almost three quarters of SME’s expecting to supply their accountants with a minimum of half of all documentation electronically within just two years.”
Accountants are, however, beginning to respond to the demand, with 44% of SME’s saying their accountant provides at least one online service, whether it is accepting scanned documents by email to enabling them to enter data directly into online bookkeeping or accounting systems.  And among SME’s who don’t already enjoy these facilities, expectations are running high with nearly half (44%) of respondents expecting their accountant to offer these services within 24 months.
“The good news for professional accountants,” continues Simon, “is that ‘going online’ isn’t a single event.” “It’s more a series of steps towards a goal and there’s still time to consider the options, but if you haven’t already started, you definitely need to.  Whether that’s introducing software to manage incoming and outgoing emails, creating a secure client portal for online collaboration or setting up an online accounting system, the overarching impetus must be to establish credibility with your clients to show them that you understand their concerns and that you’re moving in the same direction as they are.”
Encouragingly almost a third (31%) highlighted ‘integration with my accountant’s system’ as a key benefit to using an online bookkeeping or accounting system, which not only helps accountants to cement a long term partnership with their clients, it also empowers them to deliver precisely the kind of efficiencies that their SME clients are looking for.
Notes to Editors
Our downloadable white paper ‘CCH: What SME’s expect from their accountants’ presents a summary of the results together with analysis and commentary.
CCH, a Wolters Kluwer business (www.cch.co.uk), is the leading global provider of tax, accountancy and audit information, software and services. It has served tax, accountancy and business professionals since 1913. In the UK CCH provides books and online information, software, magazines, professional development and fee protection. Wolters Kluwer is a market-leading global information services company with annual revenues (2009) of €3.4 billion and maintains operations in over 40 countries across Europe, North America, Asia Pacific and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.
Follow CCH UK and Wolters Kluwer UK on Twitter: @cchvoice, @wolterskluweruk
Press contacts:
Chris Warmoll
Communications Manager
Wolters Kluwer UK
+44 (0)20 8247 1989
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ICAN now registered with the ICO

Posted on March 6, 2012 by Mark

ICAN is now registered with the Information Commission’s Office.

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Improvments to Download Your Data

Posted on January 20, 2012 by Mark

You can now download, not only all of your transactions (as an Excel workbook), but all of your attached documents as well. The workbook and the files download as a zip file and when you extract them to your computer, you will see that all files have been assigned a reference number that correlates with the appropriate row in the spreadsheet.

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Mail History

Posted on December 9, 2011 by Mark

Every time you send an invoice, Statement or Quotation to one of your customers, the system now records the fact in the Submission log. You can view this by click the History button at the bottom of the relevant send-email popup.

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Add a Background Graphic to your PDFs

Posted on November 18, 2011 by Mark

You can now upload a full page background graphic to further customise your invoices, statements and quotations.

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Create and Email Quotations

Posted on November 10, 2011 by Mark

You can now create and send quotations to customers and prospective customers.

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VAT Return Audit Trail

Posted on November 4, 2011 by Mark

The VAT preparation report now includes a detailed listing of all the items that make up the figures in the boxes. Totals are colour coded against the box that they relate to, to provide simple to follow check sums.

Users can finalise the return and subsequently lock all transactions covered by the period, preventing further changes to them.

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