Our customers made these suggestions for improving OfficeTools. Suggestions for improving OfficeTools.
AbacusNext encourages and welcomes your suggestions for the improvement of OfficeTools, and thanks you for all of your ideas. You agree that in making those suggestions you recognize that Abacus is not obligated to compensate you for them, and that any intellectual property in them passes to Abacus. You also commit that in providing Abacus with any such suggestions you are not infringing anyone else’s intellectual property, and will indemnify Abacus and its employees, officers, directors, and affiliated companies, for all claims, damages, losses, liabilities, costs and expenses should it ever be held liable for using your suggestions.
Pay now link for invoices
Pinned
Done
Allow APX to schedule future dates for payment
Pinned
Under consideration
Allowing more than than one email to be linked to OT.
Under consideration
Font size too small
Under consideration
Scan Drivers for Fujitsu
Under consideration
Portal to be Mobile Friendly
Under consideration
Add a "Red Flag" notification that comes on on any tab for that client.
Under consideration
Documents screen should be improved
Under consideration
Flag or notify when someone creates a note within the projects
Under consideration
The Activity List should be more flexible in sorting and filtering
Under consideration
Changing files in mass quantities after upload
Under consideration
Pause and resume timers for multiple clients
Under consideration
Distinguish between "Client" and "Contact"
Under consideration
Add "Return Original Client Documents" Checkbox in Project Area
Under consideration
Multiple portal users with security (see description)
Under consideration
Allow Office Tools schedule to sync with Google calendar.
Under consideration
Add custom Contact types
Under consideration
Accounts receivable report
Under consideration
all the reports in the report viewer should be editable
Under consideration
Ability to Sort by Due date or Assign Date in Worklist
Under consideration
Notification to project manager when a step is stuck with someone too long
Under consideration
Adding Documents to the system
Under consideration
The ability to sort missing info the project tab
Under consideration
Main Contact Screen Notes
Under consideration
Current tax year folder creation for all portal clients
Under consideration
Calls - should be able to override the phone number in the calls form
Under consideration
Rich Tex formatting within To Dos, calls, notes etc.
Under consideration
Customization of Contacts screen
Under consideration
Roll forward delivery preferences in projects
Under consideration
Deleting Multiple Items Items Under Documents Tab
Under consideration
Give the ability to make notes on old AR invoices to track collections progress
Under consideration
Monhtly Billing Reconciliation and Close Out Month
Under consideration
Create New Contact from Calendar Screen
Under consideration
Need to search for invoice by invoice #
Not planned
Payment Tab - "Show Applied Payments" box, always checked
Under consideration
Allow for a mailing address & physical address on the contact screen
Under consideration
Tighter line spacing on invoices
Under consideration
Customize the Client Side Portal
Under consideration
Sort WIP report
Under consideration
PORTAL: Sorting on the Documents tab
Under consideration
Ultra Tax integration
Under consideration
Warning when closing out of Office Tools to avoid accidentally closing
Under consideration