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How can we make Actionstep better for you?

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  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.

    19 votes
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      5 comments  ·  Accounting  ·  Admin →
    • 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…

      39 votes
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      • 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.

        32 votes
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        • 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
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            1 comment  ·  Integrations  ·  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)

            90 votes
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            • 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!

              24 votes
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                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
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                  1 comment  ·  Search  ·  Admin →
                • 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 -…

                  9 votes
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                    1 comment  ·  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.

                    16 votes
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                    • 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.

                      21 votes
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                        0 comments  ·  Calendar  ·  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.

                        15 votes
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                          0 comments  ·  Calendar  ·  Admin →
                        • Discount Reporting on EBM

                          There is no report to show what discounts have been applied using the new discount feature in EBM.

                          It would be ideal to be able to show discounts by all the normal 'advanced' tab filters and groupings as per other EBM Reports.

                          4 votes
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                            1 comment  ·  Reporting  ·  Admin →
                          • Invoice Discount if client pays early

                            Ability to set a % discount on an invoice to encourage the client to pay the bill early. Clients are using Write off which works fine and has great reporting for those clients on EBM. But there is no ability to show the discount potential on the invoice. We can not use calcuated merge fields. What really is needed is ability to show what the invoice amount would be if paid before the invoice date.

                            4 votes
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                              1 comment  ·  Accounting  ·  Admin →
                            • 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

                              21 votes
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                                0 comments  ·  Accounting  ·  Admin →
                              • Threaded Notes / Comments

                                File notes should be threaded / able to comment / respond to them. This will make them an effective task / communication management replacement, rather than just reporting.

                                For example, if I make a file note on a matter and as part of that assign a task, ask someone for an update, etc., they could reply to the note to acknowledge receipt, update on status, ask their own questions, etc. This is a common project management feature that would make Actionstep more powerful.

                                18 votes
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                                • 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.

                                  13 votes
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                                    0 comments  ·  Admin  ·  Admin →
                                  • Add date/time to Scratchpad note

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

                                    9 votes
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                                    • Customize the Assign Matter email box

                                      The only things you see in the Assign Matter email box is Id/Matter Type/Assigned To/Primary Participants…

                                      when entering a client's name it shows up all previous clients – even where those client files are closed. It would be good if we could add to the Assign Matter email box the file status so we could see what files are closed, or are labelled enquiry or whatever else.

                                      2 votes
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                                        0 comments  ·  Email  ·  Admin →
                                      • 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!

                                        14 votes
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                                        • How do I download LEDES file in EBM?

                                          How do I download LEDES files in EBM?

                                          4 votes
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                                            0 comments  ·  Accounting  ·  Admin →
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