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.

Financial Banking Information

Suggested by: Monica L Shaw (23 Apr, '19) Upvoted: 30 Apr, '20 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, '20 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

Retainer needs work!

Suggested by: Christopher Pace (29 Nov, '18) Upvoted: 27 Feb Comments: 0
Under consideration

Add multiple sorts to activity list

Suggested by: Nicole Diehl (13 Nov, '18) Upvoted: 07 Jan, '20 Comments: 0
Under consideration

Project Notes - Other Screen Access

Suggested by: Les (04 Oct, '18) Upvoted: 06 Oct, '20 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, '20 Comments: 0
Under consideration

Mailing Address on Invoice

Suggested by: Mark (19 Jul, '18) Upvoted: 07 Jan, '20 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

File Preview in Documents

Suggested by: PETER MAGIDOFF (05 Jul, '18) Upvoted: 23 Dec, '19 Comments: 0
Under consideration

New documents should be flagged as "new" until the user opens them

Suggested by: brian davis (13 Jun, '18) Upvoted: 01 Oct, '20 Comments: 0
Under consideration

Client text/email notification for appointment reminder

Suggested by: Alexandria Martinez (11 Jun, '18) Upvoted: 23 Jun, '20 Comments: 0
Under consideration

Billing history report

Suggested by: Joozer (31 May, '18) Upvoted: 16 Jul, '18 Comments: 0
Under consideration

Push client data to a previous year Lacerte

Suggested by: Joey (30 May, '18) Upvoted: 17 Jul, '19 Comments: 0
Under consideration

Posting payments

Suggested by: Diane Dexter (04 Sep, '18) Upvoted: 15 Jun, '20 Comments: 2
Under consideration

Provide for folders in Documents

Suggested by: Bill (29 Feb, '20) Upvoted: 18 Dec, '20 Comments: 1
Under consideration

Ability to schedule items listed in the Activity List area to the calendar

Suggested by: Darren F (12 Oct, '18) Upvoted: 04 Dec, '19 Comments: 1
Under consideration

Categorize/move more than one document at a time after they have been saved

Suggested by: Kasey A DaLessio (19 Jul, '18) Upvoted: 29 Aug, '19 Comments: 1
Under consideration

See Client Facing Interface on the Portal

Suggested by: Jackie (08 Jun, '18) Upvoted: 01 Oct, '20 Comments: 1
Under consideration

When sending multiple files via portal, show file names along with document URL

Suggested by: Max (23 Jun, '20) Upvoted: 22 Sep, '20 Comments: 0
Under consideration

Integrate Missing Info into portal

Suggested by: Max (01 Jun, '20) Upvoted: 24 Sep, '20 Comments: 0
Under consideration

Allow Assignments to have different number of due date

Suggested by: Nancy Thompson (07 Apr, '20) Upvoted: 23 Oct, '20 Comments: 0
Under consideration

Change the Priority indicators (changed in the last update) back to numbers!

Suggested by: Linda Roberts (30 Mar, '20) Upvoted: 23 Feb Comments: 0
Under consideration

Profile info

Suggested by: Dick (04 Mar, '20) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Add Referred By Field to Contact List Filters

Suggested by: William Brindle (23 Jan, '20) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Billing Address on APX

Suggested by: Gidget (19 Apr, '19) Upvoted: 07 Oct, '20 Comments: 0
Under consideration

Accessing client responses to automated texts

Suggested by: Megan (22 Mar, '19) Upvoted: 01 Oct, '20 Comments: 0
Under consideration

ENHANCED PORTAL INFO

Suggested by: Peter Magidoff (07 Mar, '19) Upvoted: 27 Feb Comments: 0
Under consideration

It would be really nice if we could resize some of the windows in OT. Name list, doc area, etc.

Suggested by: Angela Horst (04 Mar, '19) Upvoted: 23 Dec, '20 Comments: 0
Under consideration

TIME STAMP

Suggested by: MELINDA THOMPSON (07 Feb, '19) Upvoted: 26 Oct, '20 Comments: 0
Under consideration

Reports should be dynamic with drill down to individual transactions

Suggested by: Barbara Agerton (16 Nov, '18) Upvoted: 29 Aug, '19 Comments: 0
Under consideration

Project listing step priority

Suggested by: Shellie Utley (12 Nov, '18) Upvoted: 03 Dec, '18 Comments: 0
Under consideration

Enlarged sceen resolution

Suggested by: Joanne Skaar (08 Oct, '18) Upvoted: 02 Dec, '20 Comments: 0
Under consideration

Appointment confirmation email

Suggested by: Hans (06 Aug, '18) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Poeral File Management

Suggested by: Chrystal Oakhem (10 Jul, '18) Upvoted: 29 Jan Comments: 0
Under consideration

Credit Charges through Abacus Payment Exchange (APX)

Suggested by: Jan Holland (29 Jun, '18) Upvoted: 07 Apr Comments: 0
Under consideration

FYE filter for Project reports

Suggested by: Emma (12 Jun, '18) Upvoted: 23 Oct, '18 Comments: 0
Under consideration

Default Person on Work Assignments

Suggested by: Nancy Thompson (12 Jun, '18) Upvoted: 29 Sep, '20 Comments: 0
Under consideration

Add a place to enter an employees term date on the staff info. page

Suggested by: Delisa Bascue (11 Jun, '18) Upvoted: 15 Aug, '18 Comments: 0
Under consideration

calendar reports

Suggested by: damon (01 Jun, '18) Upvoted: 28 Nov, '18 Comments: 0
Under consideration

Mail Label

Suggested by: Shannon Wastling (18 Jan, '19) Upvoted: 01 Oct, '19 Comments: 1
Under consideration

Notification of Client Downloads of Documents

Suggested by: Robert Shappee (11 Sep, '18) Upvoted: 19 Sep, '18 Comments: 1
Under consideration

Custom Detail Reports (Crystal Reports)

Suggested by: Gloria D (10 Jul, '18) Upvoted: 01 Feb, '19 Comments: 1
Under consideration

The ability to sort contact report by custom field and referred by

Suggested by: Lauren Bakken (16 Jul, '20) Upvoted: 23 Oct, '20 Comments: 0
Under consideration

Project emails create a project note instead of client note

Suggested by: Max (08 Jun, '20) Upvoted: 22 Jan Comments: 0
Under consideration

Integrate with MailChimp for marketing and feedback

Suggested by: Max (06 Jun, '20) Upvoted: 18 Sep, '20 Comments: 0
Under consideration

Password rest

Suggested by: Julie Buetow (21 May, '20) Upvoted: 22 Jan Comments: 0
Under consideration

Portal Improvements

Suggested by: Karen Bryant (12 May, '20) Upvoted: 01 Mar Comments: 0
Under consideration

Project Checklist

Suggested by: Patti Meguire (30 Mar, '20) Upvoted: 12 Jan Comments: 0
Under consideration

Add new