Features

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  1. 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)

    41 votes
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    • Time sheets - column to show 'Bill Amount' and a running total

      Would be good that if in time sheets there is a column to show dollar value of what has been entered. We work on scale charges, not solely hourly rates so the 'HOURS' part is not useful to us at all.
      If there could also be a total at the bottom so that we can see whether e are achieving budget for the day etc.
      A column that is 'Bill Amount' like in the fees tab of billing and a running total would be icing on the cake with time sheets!

      13 votes
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      • Xero Integration when applying credit notes

        Currently, when a credit it applied to an invoice, Xero will either apply the credit as a payment, or do nothing completely.
        The client then either has to apply a payment against the credit or delete the payment and apply the credit.
        The function can cause great confusion, when all other items syncronise and apply correctly within Xero.

        See userguide below.

        https://actionstep.atlassian.net/wiki/spaces/KB/pages/2687074/Further+Information+for+Xero+users+when+applying+Credits

        14 votes
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          0 comments  ·  Accounting  ·  Admin →
        • Configure panel to include fees/time recordings

          Would be great if we could see the time recordings at a glance to see what the last thing that was done on the matter, especially if there is more than 1 person working on the matter.

          12 votes
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            0 comments  ·  Admin  ·  Admin →
          • Being able to edit a check once it has been sent to batch.

            Once a check has been processed and sent to batch, there is no 'undo' or edit. Mistakes happen because we live in a real world, and you should be able to make changes if you need to. Whether you made the check out for the wrong amount, or the check number is off for various reasons, you can not undo it!! And to fix this, is a 50 step process that creates even more problems. PLEASE ADD THE OPTION TO EDIT CHECKS!!!!!!!!

            10 votes
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              0 comments  ·  Accounting  ·  Admin →
            • Unallocated Funds (Overpayment) to Credit Invoice

              May I suggest when dealing with unallocated funds (when a client overpays an invoice & wants the overpayment applied to a future invoice), adding an option to create a credit invoice. Currently, user must create a seperate sales invoice for the amount of the overpayment. Then apply the overpayment to this invoice. Then, as a third step, go in and create a credit to that (paid) invoice. This is very complicated and doesn't even seem like a proper way.

              23 votes
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                3 comments  ·  Accounting  ·  Admin →
              • Create a plug in for Adobe Reader

                Can you please add a Plug In for Adobe Reader - we are a law firm and use Adobe daily. It is not time efficient having to save a document to our desktops and then upload it from our desktop to Actionstep.

                171 votes
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                • Be able to 'Protect' Trust Monies

                  A function that allows a certain amount of trust funds to be 'protected' or 'locked' so as to not be applied to an invoice as it may be a retainer or for barrister fees etc.

                  53 votes
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                  • Ability to access the additional email account info from compose new email

                    At present we can only access a clients single email account. Some clients request an email to be sent to their work and personal email accounts however when composing a new email and selecting the recipient, we only have access to their primary email address and not any additional account info.

                    37 votes
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                    • Ability to Change Matter Type

                      We need the ability to change the matter type once the file has been opened. Should be an easy feature to provide?

                      6 votes
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                      • Credit Card/Online Payment Merchant Fee

                        When a client pays an invoice directly, a merchant fee needs to be charged for Credit cards and online payments. Ideally within Actionstep when a client pays via one of these methods, a fee will be added to the invoice amount and charged as a disbursement and linked to a Fees GL account.
                        Eg. Client has a $2500 invoice, they decide to pay with a Visa Credit Card, the firm charges 2% on the invoice price for a Visa. Payment is selected as Visa Credit Card within the drop down list and the amount of $50 is added to the…

                        5 votes
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                          0 comments  ·  Accounting  ·  Admin →
                        • Viewing entire filename

                          We have some pretty long filenames and they aren't showing completely when I open a folder. Is there a way to expand the name column to view an entire filename?

                          4 votes
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                          • URGENT--Multiple reminders for each calendar event to be set at time of event creation

                            As a law firm, we need no less than seven reminders (45 days, 30 days, 21 days, 14 days, 7 days, 3 days, 1 day) for each event; especially those deadlines set by the Court. As of now, the longest reminder is 7 days, and to add more than one reminder, I have to set the event and then go back in to edit the event each time I want to add a reminder.

                            Please, please please, add the following: 1. longer reminder periods (45 days), 2. at least seven reminders for each event, and 3. allow for multiple reminders…

                            14 votes
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                              0 comments  ·  Calendar  ·  Admin →
                            • Rate Sheets and price rise handling

                              Ability to set rate sheets to cease at a certain date and support new price. Each firm assesses their rates annually and it would be good to be able enter this into the system to automatically take affect based on dates.

                              3 votes
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                                0 comments  ·  Accounting  ·  Admin →
                              • EBM Fixed Fee billing

                                It appears that Fixed Fee billing of a matter requires each matter changed it to fixed fee billing arrangement and then it needs an estimated fee entered.

                                Can we make all matters Fixed Fee billed by default and make the estimated fee optional (I don't understand why it is mandatory)?

                                1 vote
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                                  1 comment  ·  Accounting  ·  Admin →
                                • default GL account for rate sheet

                                  In classic, you could create Billing Preferences which could be set for rate sheets. This was useful in that you could have default GL accounts each rate sheet to separate for different types of professional fees.. This is no longer there in EBM. Would like this functionality again

                                  2 votes
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                                    1 comment  ·  Admin →
                                  • Timer outside of window

                                    Enabling the use of a timer in a small pop up, or possibly downloadable software, would be great. While my previous software was awful, it did allow for a timer to float on my screen. It is easy to forget about the timer running, or not running, when it is located in one of many open tabs in my browser. A floating timer would greatly enhance time keeping.

                                    13 votes
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                                    • Populate matter info automatically when creating a timer on a matter screen

                                      When creating a new timer for work being done on a specific matter, it would be helpful if the pertinent matter info auto-populated in a timer when creating a timer from an open matter screen.

                                      The reason this becomes an issue is that there might several matters in the system that have a shared name/client or similar names and taking the time to search and select each time a new timer is created adds up.

                                      Auto-populating a timer with the info from a matter that is being viewed would save a lot of time in the long run

                                      3 votes
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                                        0 comments  ·  Admin  ·  Admin →
                                      • Display running timer Title next to minimized timer clock

                                        It would be helpful if, after minimizing the timer pop-up, there was a way to display which timer is running, or the description of the timer that is running.

                                        Currently, it is possible to have several timers created at once, but this can make it difficult to remember which is currently running, and the only way to check is to open the timer pop-up window. Is it possible to display the timer title or description display on the bottom bar next to the timer clock?

                                        3 votes
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                                          0 comments  ·  Admin  ·  Admin →
                                        • Make Action Type Icons available for list views

                                          I would like to be able to add a column to my action list views which shows the action type ICON, rather than the whole name of the action type.

                                          0 votes
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                                            0 comments  ·  Admin  ·  Admin →
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