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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Search Field - Include more field options

Suggested by: Eric B. (09 Aug, '18) • Upvoted: 27 Jul • Comments: 0

Under consideration

Default to Summary view for Notes and To-Do's

Suggested by: Eric B. (08 Aug, '18) • Upvoted: 12 Sep • Comments: 0

Under consideration

Workspace: Documents tab, Portal button: We need to be able to sort client tax data.

Suggested by: Teresa Karaffa (16 Jul, '18) • Upvoted: 27 Sep, '19 • Comments: 0

Under consideration

Workspace: Hybrid Reports that include both CONTACT information and PROJECT information

Suggested by: Teresa Karaffa (11 Jul, '18) • Upvoted: 25 Jul, '19 • Comments: 0

Under consideration

Project Notes

Suggested by: Melanie Lecat (15 Jun, '18) • Upvoted: 09 Oct, '19 • Comments: 0

Under consideration

Add an address field on the Contact Tab for ATTN:

Suggested by: Carol Johnson (01 Jun, '18) • Upvoted: 29 Aug, '18 • Comments: 0

Under consideration

Dates Statements are sent (history)

Suggested by: Jay (03 Jul, '18) • Upvoted: 17 Jun, '19 • Comments: 1

Under consideration

Make assignment automatic scheduling more robust. Right now it defaults to the Project Lead.

Suggested by: Max (18 Mar, '19) • Upvoted: 22 Apr • Comments: 0

Under consideration

Stop or suspend work - over credit limit

Suggested by: Mike (21 Oct, '18) • Upvoted: 27 Sep, '19 • Comments: 0

Under consideration

Being able to change multiple document details

Suggested by: Marlene (10 Sep, '18) • Upvoted: 12 Sep • Comments: 0

Under consideration

Date Fields

Suggested by: C Mitchell (21 Jul, '18) • Upvoted: 12 Sep • Comments: 0

Under consideration

Integrate a text messaging service within OfficeTools

Suggested by: Dennis G Carte (03 Mar) • Upvoted: 12 Sep • Comments: 1

Under consideration

Add Existing Documents to Project Note

Suggested by: Marie (15 Jan) • Upvoted: 11 Jul • Comments: 1

Under consideration

Split Windows

Suggested by: Monica L Shaw (06 Mar, '19) • Upvoted: 12 Sep • Comments: 1

Under consideration

The ability to add folders under documents

Suggested by: Ronald Wolfe (23 Oct, '18) • Upvoted: 12 Sep • Comments: 1

Under consideration

Notes - in General and Project

Suggested by: Eleanor Napoli-Knorr (18 Jun, '18) • Upvoted: 29 Aug, '19 • Comments: 1

Under consideration

Be able to run a report weekly for added documents

Suggested by: Alisha Anderson (16 Jul, '19) • Upvoted: 18 Sep • Comments: 0

Under consideration

Zoom Feature

Suggested by: Roz Love (25 May, '19) • Upvoted: 13 May • Comments: 0

Under consideration

Cloud, Mobile or iPad usage

Suggested by: Lori (20 May, '19) • Upvoted: 12 Sep • Comments: 0

Under consideration

Notes on Files in Documents Tab

Suggested by: Robert Tomlin (23 Apr, '19) • Upvoted: 12 Sep • Comments: 0

Under consideration

Client uploaded docs to portal notification

Suggested by: David Simpson (07 Nov, '18) • Upvoted: 17 Jul • Comments: 0

Under consideration

Notes - formatting

Suggested by: Amy (06 Nov, '18) • Upvoted: 15 Nov, '19 • Comments: 0

Under consideration

Workspace: Is it possible to add an SIN field under the SSN field on the Contact Screen?

Suggested by: Teresa Karaffa (11 Jul, '18) • Upvoted: 29 Aug, '19 • Comments: 0

Under consideration

Contacts page keying of zip code - populating city & state

Suggested by: Richard Clemens (19 Jun, '18) • Upvoted: 23 Jun • Comments: 0

Under consideration

Previous Balance on Invoice - balance from 30 days ago or beginning of month

Suggested by: Terri McKenzie (19 Jun, '18) • Upvoted: yesterday • Comments: 0

Under consideration

Notifications of Task Completion, Comments etc.

Suggested by: Amanda Elliott (04 Jun, '18) • Upvoted: 11 Feb • Comments: 0

Under consideration

Ability to Print Billing Notes on the WIP

Suggested by: Carol Johnson (01 Jun, '18) • Upvoted: 15 May • Comments: 0

Under consideration

Allow customization of esignature emails

Suggested by: Peter Magidoff (01 Nov, '18) • Upvoted: 29 May, '19 • Comments: 2

Done

Prior period on time sheet reports

Suggested by: Lindsey (27 Mar, '19) • Upvoted: 30 Apr • Comments: 1

Under consideration

Esignature Management

Suggested by: Andrew Szuberla (25 Jan, '19) • Upvoted: 17 Jul • Comments: 1

Under consideration

Batch Sync Invoices to Portal

Suggested by: Andrew Phillips (16 Jan, '19) • Upvoted: 03 Sep • Comments: 1

Under consideration

Activity List items become bold when moved to new staff

Suggested by: Laura Olszewski (04 Aug, '18) • Upvoted: 03 Sep • Comments: 1

Under consideration

completed projects - billing

Suggested by: Melanie Lecat (27 Jul, '18) • Upvoted: 30 Oct, '18 • Comments: 1

Under consideration

Default Accounts Payable contact email for emailing customer invoices

Suggested by: Dean Holland (27 Jun, '18) • Upvoted: 01 Oct, '18 • Comments: 1

Done

Allow documents to be "Pinned" at the top of the documents tab

Suggested by: Jess Hennan (18 Jun, '18) • Upvoted: 29 Aug, '19 • Comments: 1

Under consideration

Portal

Suggested by: LINDA SANCHEZ (28 Jan) • Upvoted: 03 Sep • Comments: 0

Under consideration

Change color on project work list

Suggested by: Hans (24 May, '19) • Upvoted: 30 Apr • Comments: 0

Under consideration

Billing Contact

Suggested by: Michelle Hausz (30 Apr, '19) • Upvoted: 07 Jan • Comments: 0

Under consideration

Financial Banking Information

Suggested by: Monica L Shaw (23 Apr, '19) • Upvoted: 30 Apr • Comments: 0

Under consideration

Would like to be able to lock timesheet after a certain date

Suggested by: ALFONSO J MOLLICA (22 Apr, '19) • Upvoted: 11 Jul • Comments: 0

Under consideration

Portal documents display notes without having to open up the document

Suggested by: Karina (27 Feb, '19) • Upvoted: 12 May • Comments: 0

Under consideration

Portal should be synced with outlook

Suggested by: Joanne Christian (07 Feb, '19) • Upvoted: 01 Oct, '19 • Comments: 0

Under consideration

Add multiple sorts to activity list

Suggested by: Nicole Diehl (13 Nov, '18) • Upvoted: 07 Jan • Comments: 0

Under consideration

To be able to add more choices to the Contact Type

Suggested by: Danny Griff (13 Nov, '18) • Upvoted: 04 Dec, '19 • Comments: 0

Under consideration

Monthly report balances should not change after the month is closed.

Suggested by: WILLIAM FRICKE (03 Oct, '18) • Upvoted: 20 Dec, '19 • Comments: 0

Under consideration

Credit on Accounts

Suggested by: Karla Sennett (30 Aug, '18) • Upvoted: 07 Jan • Comments: 0

Under consideration

Allow comments on the checklist

Suggested by: Terri McKenzie (15 Aug, '18) • Upvoted: 05 Feb, '19 • Comments: 0

Under consideration

Create real progress billing system

Suggested by: Anthony Pendleton (08 Aug, '18) • Upvoted: 27 Aug, '18 • Comments: 0

Under consideration

Mailing Address on Invoice

Suggested by: Mark (19 Jul, '18) • Upvoted: 07 Jan • Comments: 0

Under consideration

Workspace: Is there a way to make the Project TYPE field editable?

Suggested by: Teresa Karaffa (11 Jul, '18) • Upvoted: 24 Jul, '18 • Comments: 0

Under consideration