Feedback portal

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.

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Allowing more than than one email to be linked to OT Portal.

Suggested by: Teniqwa Walton (31 May, '18) • Upvoted: 06 May • Comments: 26

Pinned Done

Calendar access on phone

Suggested by: Corey Wills (31 May, '18) • Upvoted: 06 May • Comments: 11

Pinned Done

Add color to activity list for priorities

Suggested by: Kim Burkett (01 Jun, '18) • Upvoted: 12 Apr • Comments: 9

Pinned Done

Portal to be Mobile Friendly

Suggested by: Olivier VO (13 Jul, '18) • Upvoted: 13 Apr • Comments: 3

Pinned Done

Project tab should show work assignments on main screen

Suggested by: brian davis (31 May, '18) • Upvoted: 20 Jan • Comments: 10

Pinned Done

Pay now link for invoices

Suggested by: Mark Kelly (29 May, '18) • Upvoted: 07 Apr • Comments: 3

Pinned Done

Multiple portal users with security (see description)

Suggested by: D Scott Stabb (04 Jun, '18) • Upvoted: 04 Feb • Comments: 4

Pinned Done

Sync OT with QuickBooks online

Suggested by: Marie (04 Jun, '18) • Upvoted: 16 Mar • Comments: 3

Pinned Done

PORTAL: Setting Adjustments to view the entire title of a document vs a chopped of version

Suggested by: Teresa Karaffa (16 Jul, '18) • Upvoted: 26 Feb • Comments: 3

Pinned Done

Customize the Client Side Portal

Suggested by: Alessandro (04 Jun, '18) • Upvoted: 01 Oct, '20 • Comments: 1

Pinned Done

PORTAL: Time/Date/User Stamp of Downloaded Document

Suggested by: Mark Fuglevand (07 Mar, '19) • Upvoted: 30 Mar • Comments: 2

Pinned Done

Improve the contacts tab by allowing users to see alternates and dependents on the main screen.

Suggested by: Linda Jones (25 May, '18) • Upvoted: 29 Apr • Comments: 10

Under consideration

Font size too small

Suggested by: Josh Purington (15 Jun, '18) • Upvoted: 29 Apr • Comments: 29

Under consideration

Add the ability to have more contact customization such as having more custom fields per contact.

Suggested by: Linda Jones (25 May, '18) • Upvoted: 29 Apr • Comments: 15

Under consideration

Scan Drivers for Fujitsu

Suggested by: David Small (06 Jun, '18) • Upvoted: 14 Apr • Comments: 14

Under consideration

Add a "Red Flag" notification that comes on on any tab for that client.

Suggested by: Sheree Munson (31 May, '18) • Upvoted: 21 Apr • Comments: 5

Under consideration

Documents screen should be improved

Suggested by: brian davis (31 May, '18) • Upvoted: 29 Mar • Comments: 9

Under consideration

Flag or notify when someone creates a note within the projects

Suggested by: Heather B (01 Jun, '18) • Upvoted: 22 Apr • Comments: 3

Under consideration

The Activity List should be more flexible in sorting and filtering

Suggested by: brian davis (31 May, '18) • Upvoted: 28 Apr • Comments: 15

Under consideration

Changing files in mass quantities after upload

Suggested by: Heather B (01 Jun, '18) • Upvoted: 14 Mar • Comments: 5

Under consideration

The ability to see how a payment was applied - to what invoices and how much to each invoice

Suggested by: Tamora Galindo (31 May, '18) • Upvoted: 01 Mar • Comments: 2

Under consideration

Distinguish between "Client" and "Contact"

Suggested by: brian davis (31 May, '18) • Upvoted: 28 Apr • Comments: 1

Under consideration

Add custom Contact types

Suggested by: Michele K Sheerahamed CPA (02 Jun, '18) • Upvoted: 12 Dec, '20 • Comments: 6

Under consideration

Add "Return Original Client Documents" Checkbox in Project Area

Suggested by: Taina Benjamin (31 May, '18) • Upvoted: 22 Apr • Comments: 1

Under consideration

Allow Office Tools schedule to sync with Google calendar.

Suggested by: Tim D'Attile (31 May, '18) • Upvoted: 28 Apr • Comments: 4

Under consideration

Accounts receivable report

Suggested by: Stephanie Hogan (31 May, '18) • Upvoted: 22 Apr • Comments: 1

Under consideration

Ability to Sort by Due date or Assign Date in Worklist

Suggested by: Randy Vogl (06 Jun, '18) • Upvoted: 22 Mar • Comments: 1

Under consideration

all the reports in the report viewer should be editable

Suggested by: brian davis (31 May, '18) • Upvoted: 22 Apr • Comments: 5

Under consideration

Notification to project manager when a step is stuck with someone too long

Suggested by: Mark Patrick (21 Jun, '18) • Upvoted: 07 Jan • Comments: 2

Under consideration

Main Contact Screen Notes

Suggested by: Cheryl DG Bartlett (19 Jun, '18) • Upvoted: 07 Apr • Comments: 1

Under consideration

Adding Documents to the system

Suggested by: brian davis (31 May, '18) • Upvoted: 27 Feb • Comments: 1

Under consideration

Reoccurring Monthly Payments

Suggested by: Megan MacCormack (03 Jan, '20) • Upvoted: 05 May • Comments: 10

Planned

Current tax year folder creation for all portal clients

Suggested by: Ryan Jenkins (31 May, '18) • Upvoted: 27 Feb • Comments: 2

Under consideration

The ability to sort missing info the project tab

Suggested by: Teresa Karaffa (30 May, '18) • Upvoted: 07 Jan • Comments: 1

Under consideration

Deleting Multiple Items Items Under Documents Tab

Suggested by: Renee Frechette (02 Aug, '18) • Upvoted: 22 Mar • Comments: 1

Under consideration

Rich Tex formatting within To Dos, calls, notes etc.

Suggested by: Amanda Elliott (04 Jun, '18) • Upvoted: 17 Feb • Comments: 3

Under consideration

Calls - should be able to override the phone number in the calls form

Suggested by: brian davis (31 May, '18) • Upvoted: 17 Oct, '20 • Comments: 2

Under consideration

Customization of Contacts screen

Suggested by: Stephen Bradvica (31 May, '18) • Upvoted: 25 Nov, '20 • Comments: 1

Under consideration

Need to search for invoice by invoice #

Suggested by: Joleen Burns (20 Jun, '18) • Upvoted: 28 Apr • Comments: 2

Not planned

Roll forward delivery preferences in projects

Suggested by: Heather Jones (18 Jun, '18) • Upvoted: 07 Jul, '20 • Comments: 1

Under consideration

Give the ability to make notes on old AR invoices to track collections progress

Suggested by: Jeff Liebig (06 Jun, '18) • Upvoted: 11 Dec, '20 • Comments: 2

Under consideration

Monhtly Billing Reconciliation and Close Out Month

Suggested by: Jeffrey Levine (01 Jun, '18) • Upvoted: 01 Mar • Comments: 2

Under consideration

Create New Contact from Calendar Screen

Suggested by: K (31 May, '18) • Upvoted: 24 Mar • Comments: 1

Under consideration

Tighter line spacing on invoices

Suggested by: Alex Neymark (31 May, '18) • Upvoted: 28 Apr • Comments: 1

Under consideration

Payment Tab - "Show Applied Payments" box, always checked

Suggested by: Melody Vaughter (07 Jun, '18) • Upvoted: 27 Feb • Comments: 2

Under consideration

Allow for a mailing address & physical address on the contact screen

Suggested by: B (28 Mar, '19) • Upvoted: 22 Apr • Comments: 0

Under consideration

Ultra Tax integration

Suggested by: Matt (19 Apr, '19) • Upvoted: 01 Mar • Comments: 3

Under consideration

Sort WIP report

Suggested by: Joozer (31 May, '18) • Upvoted: 29 Oct, '20 • Comments: 1

Under consideration

PORTAL: Sorting on the Documents tab

Suggested by: Teresa Karaffa (11 Jul, '18) • Upvoted: 12 Feb • Comments: 0

Under consideration

Add an automatic texting feature like doctor's office's do.

Suggested by: Jeff Pickering (20 Feb, '19) • Upvoted: 28 Apr • Comments: 2

Under consideration