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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)

    31 votes
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    • 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.

      19 votes
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        3 comments  ·  Accounting  ·  Admin →
      • 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.

        38 votes
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        • 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.

          127 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.

            24 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.

              11 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…

                7 votes
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                  0 comments  ·  Accounting  ·  Admin →
                • 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…

                  10 votes
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                    0 comments  ·  Calendar  ·  Admin →
                  • New Englanders often have southern clime addresses in winter. There is no place to enter a second home in contact info/AS.

                    A second area for seasonal addresses. Many New Englanders are in southern climes during winter - there is no contact area for additional home addresses.

                    1 vote
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                      2 comments  ·  Contacts  ·  Admin →
                    • Trust Cheque Hold Days with an optional override the hold feature

                      Actionstep has the setting to set a payment method ie cheque to have a 'hold' number of days within the AU trust accounting, which is great.

                      However there are instances where the cheque has actually cleared faster than expected as such clients would like to 'override' the clearance date to allow the funds to be available. ie make funds available now. Especially when the funds are to pay the lawyers invoice :)

                      It would be good if there was a feature to 'override' the payment hold date and be set by trust permissions.

                      16 votes
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                      • Supplier Invoice list needs Action Name column not just the Action ID

                        The Related Client is not sufficient. You cannot look at this list and tell which action the Supplier Invoice is related to unless you hover over the Action ID No. to see the action name.

                        1 vote
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                          1 comment  ·  Admin →
                        • HST/GST payable

                          There should only be one GL account for HST/GST payable. There should also be an HST/GST report for Canadian law firms that complies with our reporting requirements.

                          12 votes
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                          • Zaiper - Upload documents to Matter

                            The ability to upload documents to a matter through Zapier is essential. It would allow for seamless integration with e-signature software, updating matter documents through dropbox, web forms etc. The flexibility would be a great benefit to the product.

                            6 votes
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                            • Zaiper - Action ID Lookup

                              Currently you have a participant lookup which is useful. An Action ID lookup would be extremely beneficial as in occasions the participant may be in multiple actions which is causing errors. It would also make it simpler for sending e -signatures or physical letters.

                              4 votes
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                              • Bring Back the "Create Task" Button

                                I most often generate tasks from within the matter. With the new changes, I can't stand having to go all the way up to the "plus" button and then scroll down and click on task to generate a new task. I know it seems petty but it is an annoying extra step each time you generate a task from within a matter. Please put a "Create Task" button like you have in the general task list on the matter task specific list.

                                4 votes
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                                  1 comment  ·  Admin →
                                • Optimal colored backgrounds for matter type or step type

                                  I think it would be great to allow different shaded backgrounds for either different matter types, or different places in the workflow. Red could indicate a more critical, error laden type of area for example, or green could indicate pay,ent received for example. Maybe also ability to upload images for the top of the page for certain steps, like produce a document might have an image of word or a quill. Just some thoughts...

                                  2 votes
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                                    1 comment  ·  Admin →
                                  • Show linked Calendar Appointments for Matter in Report

                                    When running reports, there is no way to show the clients linked calendar appointments in the report. We are keeping track of many prospects and it is imperative to know their appointment date in one report by matter type. Seems like a really simple integration since the appointment is already linked to the matter.

                                    5 votes
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                                      0 comments  ·  Reporting  ·  Admin →
                                    • Format Text in File Notes

                                      It would be extremely useful to be able to format text in File Notes (e.g. color, highlight, underline, bold, italicize). There are no formatting options so no way to emphasize or de-emphasize different content.

                                      6 votes
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                                      • 6 votes
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                                        • Sharing Notes Between Related Contacts

                                          It would be nice to be able to share notes between related contacts, especially husband and wife.

                                          6 votes
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                                            0 comments  ·  Contacts  ·  Admin →
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