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.
Portal enhancement, Part 2
Under consideration
Reports screen should show a sample
Under consideration
Checklist on a reoccurring TO DO should also reoccur
Under consideration
Ability to "Pop out" Other Tabs Like TO DO, and Notes.
Under consideration
Back and Forward Button (like on a web browser)
Under consideration
I can't apply a payment to an invoice if an APX link has been created.
Under consideration
Client uploaded docs to portal notification
Under consideration
Stop or suspend work - over credit limit
Under consideration
Search Field - Include more field options
Under consideration
Create real progress billing system
Under consideration
Contacts page keying of zip code - populating city & state
Under consideration
Add an address field on the Contact Tab for ATTN:
Under consideration
Esignature Management
Under consideration
The ability to add folders under documents
Under consideration
Dates Statements are sent (history)
Under consideration
Notes - in General and Project
Under consideration
Keyword search across all clients
Under consideration
Notes on Files in Documents Tab
Under consideration
Being able to change multiple document details
Under consideration
Allow comments on the checklist
Under consideration
Add Existing Documents to Project Note
Under consideration
Split Windows
Under consideration
Allow documents to be "Pinned" at the top of the documents tab
Under consideration
Be able to run a report weekly for added documents
Under consideration
Cloud, Mobile or iPad usage
Under consideration
Portal documents display notes without having to open up the document
Under consideration
To be able to add more choices to the Contact Type
Under consideration
Interface OT with ProSeries
Under consideration
Previous Balance on Invoice - balance from 30 days ago or beginning of month
Under consideration
Notifications of Task Completion, Comments etc.
Under consideration
Ability to Print Billing Notes on the WIP
Under consideration
Esignatures
Under consideration
Prior period on time sheet reports
Under consideration
exporting "data only" to Excel
Under consideration
Link Lacerte Missing Info to Projects Missing Info
Under consideration
Activity List items become bold when moved to new staff
Under consideration
completed projects - billing
Under consideration
Allow us to add more fields in the esignature documents
Under consideration
Clear Portal Upload screen once files have been uploaded/downloaded
Under consideration
Automatically generate default missing info items for certain projects
Under consideration
CONTACT TYPES - ADD MORE OR ABILITY TO RENAME THE DEFAULT OPTIONS
Under consideration
Change color on project work list
Under consideration
Billing Contact
Under consideration