Features

How can we make Actionstep better for you?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. GST round up and down

    Ability to have the option to be able to round down or up on the GST component on an invoice.

    It currently rounds up and experienced an issue today where no matter what we did we couldn’t invoice that client for the amount we wanted as a fixed fee so we ended up having to invoice at a lesser amount.

    34 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      7 comments  ·  Accounting  ·  Admin →
    • Track changes between documents

      Allow for the ability to compare / track changes between two documents, e.g. two Microsoft Word documents (*.doc/*.docx) or similar

      24 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • Show history of changes to a document

        Allow for ability to show history of changes to an individual document, i.e. by showing the various iterations of a file (each timestamped), and allowing the user to preview each iteration, compare changes between iterations, select a previous (or future) iteration as the current/default iteration with the ability to modify as necessary. FWIW, LEAP offers this feature.

        25 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • Ability to Copy Folders

          You can currently select folders and choose to "copy" them to another location just like you could individual files--and as you would in any document management system, or Windows folders--but it does not work, and you get a message that 0 files were copied.

          I brought this up in support, it was originally labeled a bug, but then I was told:

          "the "copy" functionality is intended to be for files and not folders. This means that, though there is a bug here in that the program appears to let you copy folders, the fix for this issue will be that…

          53 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • "Fee Allocation" tab on invoices should affect EBM reports

            By default, professional fees on invoices are pro-rated between fee earners in proportion to the dollar value of their time entries. The Fee Allocation tab (in the invoicing screen) shows these proportions in dollar values and percentages.

            However, changing these percentages in the Fee Allocation tab does not affect any EBM reports. All reports still show the value of the time/fee entries, and does not take into account any adjustments made in the Fee Allocation tab at the time of invoicing.

            (I am told that the only exception to this is the Fee Allocation report, however this only shows amounts…

            21 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              1 comment  ·  Reporting  ·  Admin →
            • Fujitsu Scansnap Integration

              It would be tremendous if users could use the Scansnap Quick Menu to scan directly into a Matter. Even if by pressing a button it opened an Actionstep browser window where you could define the destination and file name, that would be more than enough.

              42 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • Search Box for Calendar

                A search box functionality in the calendar. This is something average users expect. That we had to search this forum to find out the workaround means this isn't being handled in an intuitive way.

                There is a workaround to do an appointment list view and search within that view. my suggestion is the common functionality of a search box within the calendar.

                The results would be the same, probably--so this might be more of an input location problem.

                40 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Calendar  ·  Admin →
                • Include date task set in EBM

                  In the old system the date a task was set (assigned) was visible in the 'details' section of a task. This is no longer available with EBM. Support have suggested I have to use system notes to find this information - which is a terribly cumbersome way to go about it. Please add the date assigned back onto the individual task.

                  15 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • ability to create a report listing matter invoices,fees, GST, Disbursements amount, total amount due, total paid

                    Report of matters showing:
                    matter invoice
                    fees
                    GST
                    Disbursements charged
                    total paid
                    total due

                    8 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Reporting  ·  Admin →
                    • Supplier Invoice Disbursements

                      The supplier invoices at the moment sit in a completely different section to the Disbursements and there is no relationship shown.
                      There needs to be a view that shows the supplier invoice item, when the supplier invoice is due, what matter it relates to, if this item has been invoiced to the client, if the client has paid, and finally if the supplier invoice has been paid (as the due date of the supplier invoice might be before the client pays their invoice, or has been billed)

                      92 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • Integration with Trello

                        Trello is a great way to manage projects and tasks, especially with outside contractors. Trello has a power-up features. It would be a tremendous help to have Actionstep integrated with Trello so we can eliminate duplicative work.

                        32 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Integrations  ·  Admin →
                        • Better way to write off time entries

                          It would be great to select multiple time entries and 'write off'. Then also be able to track this per user/fee earner.

                          At the moment, if I want to write off time entries, I have to go into each one and change to hide or no charge... Not sure if I'm unaware of a better way.

                          26 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            1 comment  ·  Admin  ·  Admin →
                          • E-Fax support

                            There should be support for emailing a document to an e-fax service. These services usually work by accepting emails sent to (for example) 12345678@efaxservice.com, where 12345678 is the destination fax number. Any attachments to the email are then faxed to the destination number.

                            This could be implemented with the in-built mail client, but with a 'fax' option that would use the recipient's fax number instead of their email address. The e-fax domain could be set in global settings, so that the number + domain automatically appears in the 'to' line.

                            This is essential to making Actionstep part of a…

                            9 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Allow a Contact View to filter on multiple roles

                              Allow a Contact View to filter on multiple roles using AND logic not just OR. Currently, you can only do OR. I want to find Contacts that have ROLE1 and ROLE2.

                              4 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Contacts  ·  Admin →
                              • Sorting Documents by Date as a default

                                Clients need the ability to set a default for the way in which documents are viewed and sorted within Actionstep.
                                Currently the only way of doing this is by clicking the headers to ascend or descend by each matter each time you open it.
                                Clients need to be able to default this as many clients need them sorted by most recent date format.

                                23 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • Itemised Invoices

                                  It is a legal requirement to provide itemised invoices to our clients upon request. However, AS doesn't allow to reproduce bills in a different template once approved without reverting to draft and reproducing.
                                  Must be fixed urgently!

                                  25 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Admin  ·  Admin →
                                  • Ability to search in more than one capability

                                    Being able to search with multiple options would be great. Ex: enter words or a title of a document and a separate field for words to appear in the content. We are having issues with the search timing out and not easily being able to find what is needed. Also being able to have more options to define the dates rather than the last year. Ex: sometimes I want a specific month in the past.

                                    12 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  Search  ·  Admin →
                                    • Add date/time to Scratchpad note

                                      Add date/time Scratchpad note was created instead of just "about 3 months ago" .

                                      15 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • Allow access to documents in secure document portal e.g. deeds when closed or inactive

                                        Allow access to documents in secure document portal e.g. deeds when closed or inactive.

                                        We constantly get clients wanting a copy of various historical documents we have on file for them - e.g. a will.

                                        The idea of the secure document portal is that it gets around the problem of emails being inherently insecure in that any information/document sent by email passes through potentially multiple servers during multiple "hops" to get to the intended recipient and any server on route that could have malware running on it that can potentially mine that data and use it in malicious ways -…

                                        10 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Admin →
                                        • Improve appointment description view & add print function

                                          Two-part suggestion:

                                          1. Add the ability to expand the field for the appointment description, much like the expandable fields in custom data collections. If there are more than a couple of sentences in the description box, the viewer should be able to expand the box to see all the notes at once rather than scrolling up and down.

                                          2. Add a print function for individual calendar appointments that will capture the full text of the description.

                                          16 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Calendar  ·  Admin →
                                          ← Previous 1 3 4 5 54 55
                                          • Don't see your idea?

                                          Features

                                          Feedback and Knowledge Base