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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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Portal enhancement, Part 2

Suggested by: Hans (04 Sep, '18) • Upvoted: 12 May, '20 • Comments: 1

Under consideration

Reports screen should show a sample

Suggested by: Terri McKenzie (19 Jun, '18) • Upvoted: 17 Jun, '19 • Comments: 1

Under consideration

Checklist on a reoccurring TO DO should also reoccur

Suggested by: Amanda Elliott (18 Jun, '18) • Upvoted: 12 Sep, '20 • Comments: 1

Under consideration

Ability to "Pop out" Other Tabs Like TO DO, and Notes.

Suggested by: Amanda Elliott (04 Jun, '18) • Upvoted: 05 Aug, '20 • Comments: 1

Under consideration

Back and Forward Button (like on a web browser)

Suggested by: James Merante (13 Jul, '20) • Upvoted: 19 Mar • Comments: 0

Under consideration

I can't apply a payment to an invoice if an APX link has been created.

Suggested by: Melanie (20 Feb, '20) • Upvoted: 17 Feb • Comments: 0

Under consideration

Client uploaded docs to portal notification

Suggested by: David Simpson (07 Nov, '18) • Upvoted: 08 Apr • Comments: 0

Under consideration

Stop or suspend work - over credit limit

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

Under consideration

Search Field - Include more field options

Suggested by: Eric B. (09 Aug, '18) • Upvoted: 27 Jul, '20 • Comments: 0

Under consideration

Create real progress billing system

Suggested by: Anthony Pendleton (08 Aug, '18) • Upvoted: 18 Mar • 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

Contacts page keying of zip code - populating city & state

Suggested by: Richard Clemens (19 Jun, '18) • Upvoted: 06 Oct, '20 • 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

Allow customization of esignature emails

Suggested by: Peter Magidoff (01 Nov, '18) • Upvoted: 04 Feb • Comments: 2

Done

Esignature Management

Suggested by: Andrew Szuberla (25 Jan, '19) • Upvoted: 12 Mar • Comments: 1

Under consideration

The ability to add folders under documents

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

Under consideration

Dates Statements are sent (history)

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

Under consideration

Notes - in General and Project

Suggested by: Eleanor Napoli-Knorr (18 Jun, '18) • Upvoted: 06 Oct, '20 • Comments: 1

Under consideration

Keyword search across all clients

Suggested by: David Simpson (13 Jun, '18) • Upvoted: 29 Oct, '20 • Comments: 1

Under consideration

Notes on Files in Documents Tab

Suggested by: Robert Tomlin (23 Apr, '19) • Upvoted: 28 Jan • Comments: 0

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, '20 • Comments: 0

Under consideration

Being able to change multiple document details

Suggested by: Marlene (10 Sep, '18) • Upvoted: 12 Sep, '20 • Comments: 0

Under consideration

Allow comments on the checklist

Suggested by: Terri McKenzie (15 Aug, '18) • Upvoted: 01 Oct, '20 • Comments: 0

Under consideration

Add Existing Documents to Project Note

Suggested by: Marie (15 Jan, '20) • Upvoted: 11 Jul, '20 • Comments: 1

Under consideration

Split Windows

Suggested by: Monica L Shaw (06 Mar, '19) • Upvoted: 12 Sep, '20 • Comments: 1

Under consideration

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

Suggested by: Jess Hennan (18 Jun, '18) • Upvoted: 06 Oct, '20 • Comments: 1

Under consideration

Be able to run a report weekly for added documents

Suggested by: Alisha Anderson (16 Jul, '19) • Upvoted: 18 Sep, '20 • Comments: 0

Under consideration

Cloud, Mobile or iPad usage

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

Under consideration

Portal documents display notes without having to open up the document

Suggested by: Karina (27 Feb, '19) • Upvoted: 03 Mar • Comments: 0

Under consideration

To be able to add more choices to the Contact Type

Suggested by: Danny Griff (13 Nov, '18) • Upvoted: 06 Oct, '20 • Comments: 0

Under consideration

Notes, To-Do's, and Calls tab should bold or highlight when info is added in the tab

Suggested by: LAURA KRUCHKOW (29 Oct, '18) • Upvoted: 06 Oct, '20 • Comments: 0

Under consideration

Interface OT with ProSeries

Suggested by: Thomas Cole (02 Sep, '18) • Upvoted: 06 Oct, '20 • 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

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

Suggested by: Terri McKenzie (19 Jun, '18) • Upvoted: 21 Sep, '20 • Comments: 0

Under consideration

Notifications of Task Completion, Comments etc.

Suggested by: Amanda Elliott (04 Jun, '18) • Upvoted: 11 Feb, '20 • Comments: 0

Under consideration

Ability to Print Billing Notes on the WIP

Suggested by: Carol Johnson (01 Jun, '18) • Upvoted: 15 May, '20 • Comments: 0

Under consideration

Esignatures

Suggested by: Valerie McLaughlin (31 May, '18) • Upvoted: 27 Feb • Comments: 0

Under consideration

Prior period on time sheet reports

Suggested by: Lindsey (27 Mar, '19) • Upvoted: 30 Apr, '20 • Comments: 1

Under consideration

exporting "data only" to Excel

Suggested by: Ford Baker (23 Oct, '18) • Upvoted: 31 Jan • Comments: 1

Under consideration

Link Lacerte Missing Info to Projects Missing Info

Suggested by: PETER MAGIDOFF (11 Aug, '18) • Upvoted: 05 Nov, '20 • Comments: 1

Under consideration

Activity List items become bold when moved to new staff

Suggested by: Laura Olszewski (04 Aug, '18) • Upvoted: 03 Sep, '20 • Comments: 1

Under consideration

completed projects - billing

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

Under consideration

Allow us to add more fields in the esignature documents

Suggested by: Valerie McLaughlin (27 Jun, '18) • Upvoted: 27 Feb • 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

Clear Portal Upload screen once files have been uploaded/downloaded

Suggested by: Heather B (01 Jun, '18) • Upvoted: 24 Sep, '20 • Comments: 1

Under consideration

Automatically generate default missing info items for certain projects

Suggested by: Max (23 Jun, '20) • Upvoted: 22 Jan • Comments: 0

Under consideration

CONTACT TYPES - ADD MORE OR ABILITY TO RENAME THE DEFAULT OPTIONS

Suggested by: Edward Opperman (23 Jan, '20) • Upvoted: 23 Dec, '20 • Comments: 0

Under consideration

Change color on project work list

Suggested by: Hans (24 May, '19) • Upvoted: 30 Apr, '20 • Comments: 0

Under consideration

Billing Contact

Suggested by: Michelle Hausz (30 Apr, '19) • Upvoted: 07 Jan, '20 • Comments: 0

Under consideration