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.
Calendar access on phone
Please, get us an app that we can make appointments, and see our contact out of the office. I'm on the road and at clients locations, a lot and this would make your ...
Pinned
Done
Add color to activity list for priorities
Have (at least) the Priority Box change color for the different priorities such as red for 1, orange for 2
Pinned
Done
Portal to be Mobile Friendly
The portal is hard to navigate when on a mobile.
Can we have it to be "responsive" (meaning, when the client have a mobile or a tablet, the layout of the portal ...
Pinned
Done
Project tab should show work assignments on main screen
The project screen should show the work assignments without requiring the user to click on the work list/budget. it is an extra step that makes it difficult to see ...
Pinned
Done
Pay now link for invoices
Have the ability for clients to pay their invoice via their mobile device
Pinned
Done
Multiple portal users with security (see description)
We have a lot of clients that want their bookkeepers to be able to send us the monthly bookkeeping. They also want us to upload their income tax returns to their ...
Pinned
Done
Sync OT with QuickBooks online
Pinned
Done
Reoccurring Monthly Payments
It would be very beneficial if I was able to use APX to enter cards and set terms for monthly charges... PLEASE MAKE THIS HAPPEN.
we currently have two ...
Pinned
Done
PORTAL: Setting Adjustments to view the entire title of a document vs a chopped of version
Our clients are often confused by the lack of detail in the title of the document. These pro athletes are sent multiple state returns. We need a view that displays ...
Pinned
Done
Customize the Client Side Portal
Make the Client side portal more professional. Portal should be branded with Company info when logging in so the client knows they are in the correct area. Logo ...
Pinned
Done
PORTAL: Time/Date/User Stamp of Downloaded Document
It would be nice to add a time/date/user stamp when a file is downloaded so that other members of the team know what documents need to be downloaded and saved to ...
Pinned
Done
Have APX automatically add the merchant fee when client uses credit card to pay.
Have APX add the processing fee when the client uses a credit card. That way it passes the cost of the convenience to the client instead of having to bill them back ...
Pinned
Planned
I can't apply a payment to an invoice if an APX link has been created.
Sometimes clients prefer to bring a check or cash, but I can't apply that payment to an invoice if an APX link has been created. I should still be able to apply a ...
Pinned
Under consideration
Firm Dashboard - What would you like to see?
We would love to collect your suggestion on what data you would like to see in a firm dashboard.
We have come up with a concept that would allow you to share tiles ...
Allow customization of esignature emails
The 2 signature emails (create a PIN and then sign docs) do not tell the recipient it is from their accountants. They only know its from officetools. That's not ...
Pinned
Done
Report - APX Recurring payment
Is there any report on the APX recurring payments?
It would be helpful to have a collection report that listed all APX recurring payment.
Pinned
Under consideration
Billing Address on APX
Autofill address with Billing Address If its the same as contact billing address, then this would be nice to be an auto filled in field.
Pinned
Planned
Team Dashboard - What would you like to see next?
OfficeTools is always looking for improved ways to help you visualize data that is important to you.
With a new dashboard attached to the Activity list, we've ...
Add WIP to APX Payment Invoices
We are always adding WIP to invoices and while a normal invoice in Office Tools allows it, if you create a "Pay Now" request with APX, it locks you from adding WIP.
Pinned
Done
Improve the contacts tab by allowing users to see alternates and dependents on the main screen.
Use the detail and Summary view theme you have on he all the other tabs in OfficeTools. The detail view would load contacts under the main contact information so i ...
Under consideration
Add the ability to have more contact customization such as having more custom fields per contact.
This will allow us to track specific details that are important to our practice.
Under consideration
Font size too small
The font size in Office Tools is really small and hard to read. I have trouble typing in my notes and memos with time entries since the font size is tiny. Any way ...
Under consideration
Scan Drivers for Fujitsu
Lacerte has been a proponent of the Fujitsu fi-6130 scanner for years. I am sure many users of OTW already have the Fujitsu. I noticed the new scan button in the ...
Under consideration
Add a "Red Flag" notification that comes on on any tab for that client.
This will allow users to know if a contact is deceased or divorced or any sensitive subject when communicating with that client. It will also allow the user to know ...
Under consideration
Documents screen should be improved
The documents screen should have more ability to group documents by dragging and dropping a column heading into a "Group By" box (not just the ability to sort) but to ...
Under consideration
Flag or notify when someone creates a note within the projects
Somehow flag or notify the next employee when someone leaves a note in a project tab. We specifically use this function to notate oddities opposed to sending emails ...
Under consideration
The Activity List should be more flexible in sorting and filtering
The Activity List should have more ability to change what data is included in the list - adding the client name, who the project/assignment/whatever is assigned to, ...
Under consideration
The ability to see how a payment was applied - to what invoices and how much to each invoice
Currently you cannot see how a payment was applied - to which invoices and how much was applied to each invoice. It would be nice to open an already recorded payment ...
Under consideration
Changing files in mass quantities after upload
Being able to change file names, locations, client name, deleting, pretty much anything to a mass quantity (more than one at a time) of files at a time.
Under consideration
Add custom Contact types
Under consideration
Distinguish between "Client" and "Contact"
There should be a better way to distinguish contacts from clients. A client might be Mr. and Mrs. Smith. The contacts would be Mr. Smith and Mrs. Smith - two ...
Under consideration
Add "Return Original Client Documents" Checkbox in Project Area
Please add an area in the Projects tab similar to the "Delivery" button that would indicate how a client sent in their source documents (portal, mail, drop-off, etc). ...
Under consideration
Allow Office Tools schedule to sync with Google calendar.
Allow both one and two-way syncing of Office Tools schedule and Google calendar in real time so that our schedules show up on our smart phones.
Under consideration
Deleting Multiple Items Items Under Documents Tab
Being able to delete more than one document at a time under the documents tab would be great. Our office is paperless, so we rely on the OT documents tab a lot, and ...
Under consideration
Main Contact Screen Notes
Add a notes section to the main contact screen so important information is right on the 1st page. i.e. we may have a note to not call before a certain time, or only ...
Under consideration
Accounts receivable report
Add more filters for billing reports, including an accounts receivable report that only includes accounts with balances other than zero.
Under consideration
all the reports in the report viewer should be editable
I should be able to click on an item in a report in the report viewer and have it open up the item so that i can edit and update it.
Under consideration
Notification to project manager when a step is stuck with someone too long
A manage should be able to request notice of when a step in a project has been idle with a staff member too long. Then they can take action sooner and not have to run ...
Under consideration
Current tax year folder creation for all portal clients
Since clients can not create a folder on the portal we need to have a quick way to create a current tax year folder that pushes out to all clients on the portal. I ...
Under consideration
Ability to Sort by Due date or Assign Date in Worklist
Currently if I select sort it only sorts by due date even if I have the assign date displayed. This is very confusing and it would be helpful to sort projects by when ...
Under consideration
Adding Documents to the system
When adding a new document to the system, there should be the ability to create a new project "on the fly" so that if there isn't a project already set up, it can be ...
Under consideration
The ability to sort missing info the project tab
The majority of our clients have a very large volume of tax data. Many of these are like items. If we could have the ability to sort by "ITEM" in particular, that ...
Under consideration
Need to search for invoice by invoice #
Currently there is no way to search for invoice # in OTW. You can only find an invoice if you know the clients #. If a payment is received from a third party and ...
Not planned
Rich Tex formatting within To Dos, calls, notes etc.
Currently there is just plain text formatting. Would like to be able to make these bold, add bullet points, and use color.
Under consideration
Calls - should be able to override the phone number in the calls form
when filling out the Calls screen, i should be able to override the phone number - the field currently only accepts the phone numbers that are entered in the system ...
Under consideration
Customization of Contacts screen
Contacts screen fields are quite small while there is plenty of white space. It would be helpful to enlarge the fields.
Under consideration
Allow for a mailing address & physical address on the contact screen
In the contact screen allow for a mailing address and a physical address space.
Under consideration
Give the ability to make notes on old AR invoices to track collections progress
When we are working on old receivables, I'd like to be able to track calls and client promises in the system associated with particular invoices.
Under consideration
Roll forward delivery preferences in projects
We would like to have the option for the client and government copy delivery methods to roll forward as well as notes in the project delivery screen. Typically ...
Under consideration