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.

Calendar access on phone

Please, get us an app that we can make appointments, and see our contact out of the office. I'm on the road and at clients locations, a lot and this would make your ...
Suggested by: Corey Wills (31 May, '18) Upvoted: 30 Jan Comments: 11
Pinned Done

Add color to activity list for priorities

Have (at least) the Priority Box change color for the different priorities such as red for 1, orange for 2
Suggested by: Kim Burkett (01 Jun, '18) Upvoted: 12 Oct, '23 Comments: 9
Pinned Done

Portal to be Mobile Friendly

The portal is hard to navigate when on a mobile. Can we have it to be "responsive" (meaning, when the client have a mobile or a tablet, the layout of the portal ...
Suggested by: Olivier VO (13 Jul, '18) Upvoted: 26 Feb Comments: 3
Pinned Done

Project tab should show work assignments on main screen

The project screen should show the work assignments without requiring the user to click on the work list/budget. it is an extra step that makes it difficult to see ...
Suggested by: brian davis (31 May, '18) Upvoted: 05 Feb Comments: 10
Pinned Done

Pay now link for invoices

Have the ability for clients to pay their invoice via their mobile device
Suggested by: (29 May, '18) Upvoted: 29 Dec, '23 Comments: 3
Pinned Done

Multiple portal users with security (see description)

We have a lot of clients that want their bookkeepers to be able to send us the monthly bookkeeping. They also want us to upload their income tax returns to their ...
Suggested by: D Scott Stabb (04 Jun, '18) Upvoted: 28 Jun, '23 Comments: 4
Pinned Done

Sync OT with QuickBooks online

Suggested by: Marie (04 Jun, '18) Upvoted: 28 Jun, '23 Comments: 3
Pinned Done

Reoccurring Monthly Payments

It would be very beneficial if I was able to use APX to enter cards and set terms for monthly charges... PLEASE MAKE THIS HAPPEN. we currently have two ...
Suggested by: Megan MacCormack (03 Jan, '20) Upvoted: 29 Dec, '23 Comments: 10
Pinned Done

PORTAL: Setting Adjustments to view the entire title of a document vs a chopped of version

Our clients are often confused by the lack of detail in the title of the document. These pro athletes are sent multiple state returns. We need a view that displays ...
Suggested by: Teresa Karaffa (16 Jul, '18) Upvoted: 19 Nov, '21 Comments: 3
Pinned Done

Customize the Client Side Portal

Make the Client side portal more professional. Portal should be branded with Company info when logging in so the client knows they are in the correct area. Logo ...
Suggested by: Alessandro (04 Jun, '18) Upvoted: 07 Jan, '22 Comments: 1
Pinned Done

PORTAL: Time/Date/User Stamp of Downloaded Document

It would be nice to add a time/date/user stamp when a file is downloaded so that other members of the team know what documents need to be downloaded and saved to ...
Suggested by: Mark Fuglevand (07 Mar, '19) Upvoted: 04 Feb, '23 Comments: 2
Pinned Done

Have APX automatically add the merchant fee when client uses credit card to pay.

Have APX add the processing fee when the client uses a credit card. That way it passes the cost of the convenience to the client instead of having to bill them back ...
Suggested by: Wendy Klein (18 Jan, '22) Upvoted: 10 Jan Comments: 0
Pinned Planned

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

Sometimes clients prefer to bring a check or cash, but I can't apply that payment to an invoice if an APX link has been created. I should still be able to apply a ...
Suggested by: Melanie (20 Feb, '20) Upvoted: 08 Feb Comments: 0
Pinned Under consideration

Portal

We should be able to include multiple emails for Portal access
Suggested by: LINDA SANCHEZ (28 Jan, '20) Upvoted: 28 Mar, '23 Comments: 1
Pinned Done

Firm Dashboard - What would you like to see?

We would love to collect your suggestion on what data you would like to see in a firm dashboard. We have come up with a concept that would allow you to share tiles ...
Suggested by: Moderator (27 Jan, '22) Upvoted: 09 Feb Comments: 2
Pinned Planned Dashboard

Allow customization of esignature emails

The 2 signature emails (create a PIN and then sign docs) do not tell the recipient it is from their accountants. They only know its from officetools. That's not ...
Suggested by: Peter Magidoff (01 Nov, '18) Upvoted: 04 Feb, '21 Comments: 2
Pinned Done

Report - APX Recurring payment

Is there any report on the APX recurring payments? It would be helpful to have a collection report that listed all APX recurring payment.
Suggested by: Mandy Wong (02 Sep, '21) Upvoted: 28 Sep, '23 Comments: 0
Pinned Under consideration

Billing Address on APX

Autofill address with Billing Address If its the same as contact billing address, then this would be nice to be an auto filled in field.
Suggested by: Gidget (19 Apr, '19) Upvoted: 17 Aug, '22 Comments: 0
Pinned Planned

Team Dashboard - What would you like to see next?

OfficeTools is always looking for improved ways to help you visualize data that is important to you. With a new dashboard attached to the Activity list, we've ...
Suggested by: Moderator (26 Jan, '22) Upvoted: 16 Mar, '23 Comments: 9
Pinned Done Dashboard

Add WIP to APX Payment Invoices

We are always adding WIP to invoices and while a normal invoice in Office Tools allows it, if you create a "Pay Now" request with APX, it locks you from adding WIP.
Suggested by: Kim Peters (18 Jun, '21) Upvoted: 25 Jul, '23 Comments: 0
Pinned Done

Improve the contacts tab by allowing users to see alternates and dependents on the main screen.

Use the detail and Summary view theme you have on he all the other tabs in OfficeTools. The detail view would load contacts under the main contact information so i ...
Suggested by: (25 May, '18) Upvoted: 08 Feb Comments: 10
Under consideration

Add the ability to have more contact customization such as having more custom fields per contact.

This will allow us to track specific details that are important to our practice.
Suggested by: (25 May, '18) Upvoted: 05 Feb Comments: 15
Under consideration

Font size too small

The font size in Office Tools is really small and hard to read. I have trouble typing in my notes and memos with time entries since the font size is tiny. Any way ...
Suggested by: Josh Purington (15 Jun, '18) Upvoted: 11 Mar Comments: 29
Under consideration

Scan Drivers for Fujitsu

Lacerte has been a proponent of the Fujitsu fi-6130 scanner for years. I am sure many users of OTW already have the Fujitsu. I noticed the new scan button in the ...
Suggested by: David Small (06 Jun, '18) Upvoted: 08 Feb Comments: 14
Under consideration

Add a "Red Flag" notification that comes on on any tab for that client.

This will allow users to know if a contact is deceased or divorced or any sensitive subject when communicating with that client. It will also allow the user to know ...
Suggested by: Sheree Munson (31 May, '18) Upvoted: 08 Sep, '23 Comments: 5
Under consideration

Documents screen should be improved

The documents screen should have more ability to group documents by dragging and dropping a column heading into a "Group By" box (not just the ability to sort) but to ...
Suggested by: brian davis (31 May, '18) Upvoted: 08 Jan Comments: 9
Under consideration

Flag or notify when someone creates a note within the projects

Somehow flag or notify the next employee when someone leaves a note in a project tab. We specifically use this function to notate oddities opposed to sending emails ...
Suggested by: Heather B (01 Jun, '18) Upvoted: 08 Feb Comments: 3
Under consideration

The Activity List should be more flexible in sorting and filtering

The Activity List should have more ability to change what data is included in the list - adding the client name, who the project/assignment/whatever is assigned to, ...
Suggested by: brian davis (31 May, '18) Upvoted: 08 Feb Comments: 15
Under consideration

The ability to see how a payment was applied - to what invoices and how much to each invoice

Currently you cannot see how a payment was applied - to which invoices and how much was applied to each invoice. It would be nice to open an already recorded payment ...
Suggested by: Tamora Galindo (31 May, '18) Upvoted: 03 Jul, '23 Comments: 2
Under consideration

Changing files in mass quantities after upload

Being able to change file names, locations, client name, deleting, pretty much anything to a mass quantity (more than one at a time) of files at a time.
Suggested by: Heather B (01 Jun, '18) Upvoted: 13 Sep, '23 Comments: 5
Under consideration

Add custom Contact types

Suggested by: Michele K Sheerahamed CPA (02 Jun, '18) Upvoted: 14 Nov, '23 Comments: 6
Under consideration

Distinguish between "Client" and "Contact"

There should be a better way to distinguish contacts from clients. A client might be Mr. and Mrs. Smith. The contacts would be Mr. Smith and Mrs. Smith - two ...
Suggested by: brian davis (31 May, '18) Upvoted: 04 Jan Comments: 1
Under consideration

Add "Return Original Client Documents" Checkbox in Project Area

Please add an area in the Projects tab similar to the "Delivery" button that would indicate how a client sent in their source documents (portal, mail, drop-off, etc). ...
Suggested by: Taina Benjamin (31 May, '18) Upvoted: 28 Nov, '23 Comments: 1
Under consideration

Allow Office Tools schedule to sync with Google calendar.

Allow both one and two-way syncing of Office Tools schedule and Google calendar in real time so that our schedules show up on our smart phones.
Suggested by: Tim D'Attile (31 May, '18) Upvoted: 02 Nov, '22 Comments: 4
Under consideration

Deleting Multiple Items Items Under Documents Tab

Being able to delete more than one document at a time under the documents tab would be great. Our office is paperless, so we rely on the OT documents tab a lot, and ...
Suggested by: Renee Frechette (02 Aug, '18) Upvoted: 13 Feb Comments: 1
Under consideration

Main Contact Screen Notes

Add a notes section to the main contact screen so important information is right on the 1st page. i.e. we may have a note to not call before a certain time, or only ...
Suggested by: Cheryl DG Bartlett (19 Jun, '18) Upvoted: 08 Jan Comments: 1
Under consideration

Accounts receivable report

Add more filters for billing reports, including an accounts receivable report that only includes accounts with balances other than zero.
Suggested by: Stephanie Hogan (31 May, '18) Upvoted: 28 Sep, '23 Comments: 1
Under consideration

all the reports in the report viewer should be editable

I should be able to click on an item in a report in the report viewer and have it open up the item so that i can edit and update it.
Suggested by: brian davis (31 May, '18) Upvoted: 12 Jun, '22 Comments: 5
Under consideration

Notification to project manager when a step is stuck with someone too long

A manage should be able to request notice of when a step in a project has been idle with a staff member too long. Then they can take action sooner and not have to run ...
Suggested by: Mark Patrick (21 Jun, '18) Upvoted: 07 Jul, '23 Comments: 2
Under consideration

Current tax year folder creation for all portal clients

Since clients can not create a folder on the portal we need to have a quick way to create a current tax year folder that pushes out to all clients on the portal. I ...
Suggested by: Ryan Jenkins (31 May, '18) Upvoted: 08 Jan Comments: 2
Under consideration

Ability to Sort by Due date or Assign Date in Worklist

Currently if I select sort it only sorts by due date even if I have the assign date displayed. This is very confusing and it would be helpful to sort projects by when ...
Suggested by: Randy Vogl (06 Jun, '18) Upvoted: 29 Sep, '22 Comments: 1
Under consideration

Adding Documents to the system

When adding a new document to the system, there should be the ability to create a new project "on the fly" so that if there isn't a project already set up, it can be ...
Suggested by: brian davis (31 May, '18) Upvoted: 20 Jul, '23 Comments: 1
Under consideration

The ability to sort missing info the project tab

The majority of our clients have a very large volume of tax data. Many of these are like items. If we could have the ability to sort by "ITEM" in particular, that ...
Suggested by: Teresa Karaffa (30 May, '18) Upvoted: 08 Jan Comments: 1
Under consideration

Need to search for invoice by invoice #

Currently there is no way to search for invoice # in OTW. You can only find an invoice if you know the clients #. If a payment is received from a third party and ...
Suggested by: Joleen Burns (20 Jun, '18) Upvoted: 19 Mar Comments: 2
Not planned

Rich Tex formatting within To Dos, calls, notes etc.

Currently there is just plain text formatting. Would like to be able to make these bold, add bullet points, and use color.
Suggested by: Amanda Elliott (04 Jun, '18) Upvoted: 17 Nov, '23 Comments: 3
Under consideration

Customization of Contacts screen

Contacts screen fields are quite small while there is plenty of white space. It would be helpful to enlarge the fields.
Suggested by: Stephen Bradvica (31 May, '18) Upvoted: 15 May, '23 Comments: 1
Under consideration

Allow for a mailing address & physical address on the contact screen

In the contact screen allow for a mailing address and a physical address space.
Suggested by: B (28 Mar, '19) Upvoted: 08 Jan Comments: 0
Under consideration

Calls - should be able to override the phone number in the calls form

when filling out the Calls screen, i should be able to override the phone number - the field currently only accepts the phone numbers that are entered in the system ...
Suggested by: brian davis (31 May, '18) Upvoted: 02 Nov, '22 Comments: 2
Under consideration

Give the ability to make notes on old AR invoices to track collections progress

When we are working on old receivables, I'd like to be able to track calls and client promises in the system associated with particular invoices.
Suggested by: Jeff Liebig (06 Jun, '18) Upvoted: 20 Jul, '23 Comments: 2
Under consideration

Roll forward delivery preferences in projects

We would like to have the option for the client and government copy delivery methods to roll forward as well as notes in the project delivery screen. Typically ...
Suggested by: Heather Jones (18 Jun, '18) Upvoted: 08 Jan Comments: 1
Under consideration