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.

Client lookup

Suggested by: Robin (25 Feb, '20) Upvoted: 17 Dec, '20 Comments: 0
Under consideration

Scan Drive for Brother devices

Suggested by: Tarina (13 Feb, '20) Upvoted: 11 May, '20 Comments: 0
Under consideration

Park project while waiting for information

Suggested by: TERRI MCKENZIE (27 Jan, '20) Upvoted: 08 Dec, '20 Comments: 0
Under consideration

Portal Documents "Uploaded By" Indicator

Suggested by: Alyssa (08 Jan, '20) Upvoted: 31 Dec, '20 Comments: 0
Under consideration

Workspace layout

Suggested by: Pamela Turpin (03 Dec, '19) Upvoted: 11 Oct, '20 Comments: 0
Under consideration

Edit multiple files at once

Suggested by: Elizabeth (05 Jun, '19) Upvoted: 04 Mar, '20 Comments: 0
Under consideration

Prior Year Report Options

Suggested by: Mary Fortune (15 May, '19) Upvoted: 04 Mar, '20 Comments: 0
Under consideration

Record who created or modified the assignments in the project.

Suggested by: B (28 Mar, '19) Upvoted: 30 Apr, '20 Comments: 0
Under consideration

Button to Return to Today on Timesheet Screen

Suggested by: Paul Nienow (12 Feb, '19) Upvoted: 15 May, '19 Comments: 0
Under consideration

Firm Dashboard

Suggested by: Tony Carbone (16 Jan, '19) Upvoted: 24 Sep, '20 Comments: 0
Under consideration

Add "Bill All" checkbox at top of "Billable Time" on Billing Tab

Suggested by: Carol J (14 Jan, '19) Upvoted: 07 Aug, '19 Comments: 0
Under consideration

Assignment Notification

Suggested by: Jennings (20 Dec, '18) Upvoted: 24 Feb, '20 Comments: 0
Under consideration

Spouse info

Suggested by: Pamela Howard (06 Nov, '18) Upvoted: 08 Feb, '20 Comments: 0
Under consideration

Quarterly Retainer wording

Suggested by: susan gordon (02 Nov, '18) Upvoted: 23 Oct, '19 Comments: 0
Under consideration

Work List/Budget assignments NOT greyed out when complete

Suggested by: Naomi Dueck (09 Oct, '18) Upvoted: 23 Jul, '19 Comments: 0
Under consideration

Remove hours and rate but not detail from billing statement

Suggested by: Phil (24 Sep, '18) Upvoted: 23 Jan, '20 Comments: 0
Under consideration

To Do notification

Suggested by: Lisa Hibberd (20 Sep, '18) Upvoted: 22 Nov, '19 Comments: 0
Under consideration

Missing Info Report

Suggested by: Marie (17 Sep, '18) Upvoted: 18 Feb, '20 Comments: 0
Under consideration

Portal Downloads

Suggested by: Isabel Goldberg (23 Aug, '18) Upvoted: 27 Feb Comments: 0
Under consideration

On notes tab - have the ability to cut and past more than just text

Suggested by: EDWARD OPPERMAN (15 Aug, '18) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Documents - Create Review or To-Do from Initial Document Screen

Suggested by: Adrienne H (07 Aug, '18) Upvoted: 02 Dec, '20 Comments: 0
Under consideration

Allow Recurring Appointments to Be Set without an End Date

Suggested by: Becca Whitaker (31 Jul, '18) Upvoted: 11 Mar, '20 Comments: 0
Under consideration

Progress billing by project

Suggested by: Tracy Oechsle (11 Jul, '18) Upvoted: 06 Mar, '20 Comments: 0
Under consideration

Need more flexibility in reports

Suggested by: Mark Patrick (21 Jun, '18) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Checklist copy and paste

Suggested by: Randy Clark (20 Jun, '18) Upvoted: 12 Sep, '20 Comments: 0
Under consideration

Add EIN field to the Contacts screen for Entity Type of Estate

Suggested by: Sue Sherer (15 Jun, '18) Upvoted: 07 Jan, '20 Comments: 0
Under consideration

Document links to To-Do's, Calls, and Notes

Suggested by: Mattisyahu Teichman (08 Jun, '18) Upvoted: 23 Oct, '18 Comments: 0
Under consideration

Allow Integration with Other Apps

Suggested by: Marie (04 Jun, '18) Upvoted: 26 Oct, '18 Comments: 0
Under consideration

Add ACH payment to the APX pay link

Suggested by: Huddleston McKenzie (05 Dec, '19) Upvoted: 20 Nov, '20 Comments: 1
Under consideration

Cloud Version of OfficeTools

Suggested by: Caleb L Jenkins (12 Jun, '18) Upvoted: 26 Oct, '18 Comments: 1
Under consideration

One time vs. recurring work

Suggested by: Lauren Osborne (05 Jun, '18) Upvoted: 04 Oct, '18 Comments: 1
Under consideration

Hours YTD Report

Suggested by: Garrett (01 Jul, '20) Upvoted: 29 Dec, '20 Comments: 0
Under consideration

Allow portal documents to be downloaded to a folder outside of OT

Suggested by: TERRI MCKENZIE (18 Jun, '20) Upvoted: 29 Jan Comments: 0
Under consideration

New work code Staff billing rates

Suggested by: Timothy J Folkers (17 Jun, '20) Upvoted: 16 Dec, '20 Comments: 0
Under consideration

Updating existing projects when checklists are modified in projection definitions

Suggested by: Mike Fischer, CPA, CITP (30 Mar, '20) Upvoted: 22 Jan Comments: 0
Under consideration

client dashboard

Suggested by: leah n kliger (02 Mar, '20) Upvoted: 23 Jun, '20 Comments: 0
Under consideration

Notify when task is assigned

Suggested by: Micki Hazen (11 Feb, '20) Upvoted: 23 Jun, '20 Comments: 0
Under consideration

Ability To Print Routing Sheets from the Project

Suggested by: Alessandro Cacciani (10 Feb, '20) Upvoted: 23 Sep, '20 Comments: 0
Under consideration

dymo

Suggested by: L Hudson (08 Feb, '20) Upvoted: 15 Jan Comments: 0
Under consideration

Show next scheduled appointment on Client Screen

Suggested by: Nicole (05 Feb, '20) Upvoted: 11 Jul, '20 Comments: 0
Under consideration

Ability to Change font Format in Notes

Suggested by: Barbra Wall Palmer (27 Jan, '20) Upvoted: 24 Sep, '20 Comments: 0
Under consideration

File Storage - Mass Archive and Deletion

Suggested by: Timothy Sundstrom (24 Jan, '20) Upvoted: 29 Sep, '20 Comments: 0
Under consideration

Allow the same e-mail to be the main contact on more than one client

Suggested by: Jennifer Hiegel (10 Dec, '19) Upvoted: 15 Sep, '20 Comments: 0
Under consideration

Add a possiblity of calculating retainers

Suggested by: Steven Goldburd (05 Nov, '19) Upvoted: 03 Jun, '20 Comments: 0
Under consideration

Add a location for various logons and passwords

Suggested by: Penny Snider (30 Oct, '19) Upvoted: 04 Jan Comments: 0
Under consideration

Jump to Bill To Contact

Suggested by: Karina Matos (31 May, '19) Upvoted: 05 Nov, '20 Comments: 0
Under consideration

Additional Contacts screen

Suggested by: MELINDA THOMPSON (21 May, '19) Upvoted: 04 Feb, '20 Comments: 0
Under consideration

Viewing multiple staff calendars (Mobile App)

Suggested by: GBA (16 May, '19) Upvoted: 09 Jan, '20 Comments: 0
Under consideration

Eliminate address requirement for credit card processing

Suggested by: Liz (16 May, '19) Upvoted: 04 Mar, '20 Comments: 0
Under consideration

Former name field

Suggested by: Mitch (14 May, '19) Upvoted: 18 Feb, '20 Comments: 0
Under consideration

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