Our customers made these suggestions for improving AbacusLaw. Suggestions for improving AbacusLaw.
Abacus encourages and welcomes your suggestions for the improvement of AbacusLaw, 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.
Ability to link an email to more than one file
Frequently an email will apply to two or more matters, so it would be nice if it could be linked to more than one.
Under consideration
Symbol when Email linked
There needs to be a symbol or reference on an email once it has been linked to Abacus so you know if the prior person linked the message. It is a slow process to ...
Planned
Create a automatic update system that self installs overnight
Users would be forced out at a certain time and the update would self install at a set time like 2am when no one would normally be on.
Under consideration
Outlook add-in for 64 bit programs
Support the 64 bit versions of Microsoft Office for the add-in and sync process.
Under consideration
Drill Down into Details on All Reports
For all reports, allow users to "drill down" into the detail by double clicking on an amount/field. Same as for all QuickBook reports. For example, in viewing the ...
Under consideration
Automatic Email/Text Rules
Being able to create rules similar to the Event Rules where certain emails can be sent either within an Event Rule or by creating Email Rules attached to a Client or ...
Under consideration
Auto save notes/events
Add an auto save feature so that critical information in notes (e.g. of phone conversations) are not lost when system crashes or there are other errors.
Planned
Spell check all matter time ticket entries
Have the ability to spell check all time entries prior to creating the prebill or final bill, rather than only when creating individual notes or time tickets. Group ...
Under consideration
Dropbox Integration
Create a Dropbox link so that all client docs in Dropbox are available in AbacusLaw.
Under consideration
Remembering Email
Auto recognition of matter on an linked emails would be nice. There appears to be some sort of an automatic linking of names, but not matters.
Under consideration
Change search fields to search right away (no more pop up windows to search from)
For a handful of fields (ie-matter number, vendor name, account name/number), when I tab to the field, I have to click on search in order to generate a pop up window ...
Under consideration
deleting entries on outlook
Abacus links reminders and events to my outlook calendar. When entries are deleted on Abacus they do not delete from outlook. I have to manually delete from Abacus ...
Under consideration
Utility to make digital archive of entire client/matter file
We give clients a digital copy of our entire file at close of matter. Currently we copy the entire Abacus data file to thumb drive. But for notes, events and emails ...
Under consideration
Multiple Matters Linked to Events
You should be able to link multiple matters to a single event so the calendar isn't so cluttered
Under consideration
General Ledger Report Description
When running general ledger reports, the description auto-populates with vendor information, invoice number, and the date. This pushes aside any entered data from ...
Under consideration
Enable Outlook to be able to send from Abacus
When in Abacus you should be able to send an e-mail from the matter without having to go to Outlook. Currently you have to go to Abacus get the clients e-mail ...
Under consideration
WHEN A PAYMENT TICKET IS OPENED THE CURSOR SHOULD BE ON THE ALL MATTERS WINDOW
Having the cursor on the all matters window would be much more efficient when entering payments because you could simply type your matter number in if you need to add ...
Under consideration
Current bill subtotal needed
Clients need to be able to easily see what the total of the new bill only is. Sometimes checks for previous balances cross in the mail or clients will only pay one ...
Under consideration
MOVE THE "BILL" BUTTON ON THE EVENT SCREEN NEXT TO THE "DONE" BUTTON
Typically, all events marked done are billed at the same time. Have these so far apart would be helpful and make sense.
Under consideration
eDocument management
Create a document que within a matter for prepared documents waiting for review/e-signature of attorney. This would facilitate a more efficient way to e-sign and ...
Under consideration
demand check writer
Move matter to top of screen or change the new procedure that requires you to enter this at the bottom of screen as soon as you put in a payee who is a client advance ...
Under consideration
Multiple Timekeepers for reports in Abacus Accounting
The ability to select more than one timekeeper for reports in Abacus Accounting. Currently, you can either select all or one. I need to be able to select all ...
Suggested by:
Charlene Wainright, Billing Specialist
(10 Sep, '18)
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Upvoted: 26 Oct, '21
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Comments: 3
Under consideration
REMOVE "VENDOR" from cost detail in abacus accounting when bills print
Under consideration
Reprint AP Checks
Should be able to reprint checks if they don't print properly at first
Under consideration
Abacus Accounting Combined Matters Cover Pages
When running the Combined Matters Cover Pages, a blank row column is now in place where previously it held the trust transfer option. There should be a way to ...
Under consideration
Ability to Bill by Client
Rather than billing by matter, allow bills to be produced by client so that all their billing activity for all matters is consolidated onto a single bill.
Under consideration
Day View - vertical; not horizontal
It would be easier if the Day View showed events vertically instead of horizontally. That way each event would have it's own line and we could see the Case Names. The ...
Under consideration
Ability to drag/drop documents in Folder View to different levels/subfolders
It would be very helpful to be able to drag/drop documents into/out of folders while in the "Folder View" instead of going to "Edit Document Detail." For e.g., if I ...
Under consideration
Vendor Activity Page - Add Matter id
I'd like to see the matter ids on the vendor activity page. Easier to find things that way. Just another column.
Under consideration
AR Warning
Would like to have a built in WARNING when entering time tickets or notes in a matter to let the person know there is an outstanding balance? Especially for items ...
Under consideration
Bank Rec Screen - ability to print to Excel
For purposes of sorting and searching out discrepancies, need ability to print the bank reconciliation screen to an Excel workbook.
Under consideration
Matter closed pop-up in Abacus Law
Currently when you pulled up a closed matter in Abacus ACCOUNTING, you get a pop-up that tells you the matter is closed. But you do not get this pop up in Abacus LAW. ...
Under consideration
Enhance Audit Trail
Make the audit trail in AbacusLaw so that you can specify an individual matter or contact and see all the changes made to those specific records.
Under consideration
Cloning matters - linked names disappear
When cloning a matter, give the option to allow ALL linked names to remain. Currently when you clone a matter, everything is the same as the original, until you save ...
Under consideration
Trust Deposits / Payment Screens & Receipts
Receipts for trust deposits and payments should look different so it's clear you're entering information in the correct account. They currently look very similar so ...
Under consideration
Client Phone Number Transferring from AbacusLaw to Accounting
When entering a new client in AbacusLaw and linking it to AbacusAccounting, the phone number does not automatically transfer over to the Accounting side. The client ...
Under consideration
Allow Time ticket reports for more than one timekeeper but not all
I'd like to be able to print a report to compare billing between 2 or more timekeepers but not all timekeepers to check for double billing, etc. Currently it's 1 ...
Under consideration
Month view with total billable hours displayed in each day
I've used other programs that have a month view that shows how many hours I've billed during each day of the month. This is a easy to use and helpfully visual way for ...
Under consideration
Bank Reconciliation Screen item click change
Remove click to clear or unclear an item - allow space bar or Y or N only - now it is too easy to accidentally clear or unclear any item when navigating the bank rec ...
Under consideration
AP Report - Less space between items
Don't have so much space between items when printing the Accounts Payable report as it is a waste of paper when printing
Under consideration
Fix sort on prebills/print bills where you can print bills by name - full report not statement
Fix sort on prebills/print bills where you can print bills by name - full report not statement
Planned
Voiding checks
It would be great to have an option added to the voided check feature to include uncut, unusable checks in the amount of -0-.
A couple examples of uncut, unusable ...
Under consideration
Customized "Who" Defaults - Calendar View and New Event
We have multiple users logging in to Abacus. Each attorney wishes to have their default calendar display their own individual tasks/events and the “All People” ...
Under consideration
WhatCodes-to-form associations
Currently, can only assign one form to an event/setting. Would be helpful to be able to assign multiple forms per event.
Under consideration
Link documents and emails within the Notes
When an adjuster is on the phone, I go straight to my case notes to refresh my memory. The quicker I can review the most recent history including docs and emails, ...
Under consideration
Ability to Apply Write-Off to Specific Invoices
We submit most of our invoices through online review systems (Legal-X Bottomline, CounselLink, etc.). We are often paid in stages, once when the invoice is initially ...
Under consideration
Have APX Process Recurring Payments Automatically
Have APX process periodic recurring credit card or ACH transactions at a regular interval for a set amount. Have the payments automatically imported into accounting ...
Under consideration
Looking up any invoice number whether paid or unpaid
Currently there is a feature that allows you to look up any unpaid invoice but not a feature that allows you to seek ANY invoice for a PAID invoice. It would be nice ...
Under consideration