@JanisA1115

This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.

Hi Christian and Sadiq - we understand what you're asking and will pass this on to engineering.

Hi Christian,

Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.

@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

@GeorgeJ4336 thank you for the suggestion. We will certainly pass this on the engineering.

@AccountingA3700

We have added this as a formal new feature request. We will let you know when this has been added.

@BrandonK6644 The following query should work for your first question. Please let us know if you have questions.

Hi Sadiq - do you have an example matter we can take a look at?

Thanks.

@amy_appcoll

Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.

Thank you for pointing this out George. We will get this taken care of and let you know when done.

@JudithS7838

Yes this will be done by year-end.

@ChristianS9906 Got it. I will add this as a new feature request.

Hi Christian,

We can probably do this with the assumption that priority claims are made based on 35 USC 119. Just so I am crystal clear, we would put the EBD as the earliest filed application whether it's provisional or not? Or ignore the provisional's filing date?

Gregg

Thanks for the suggestion. We will certainly pass this on to engineering.

The reason may have been to stop generating a number of tasks when the priority date changes. This allows you to manually edit what you need.

@JanisA1115

This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.

@ChristianS9906 - Sorry for the delay. We bumped the priority of this so it should get done much quicker. I don't have an exact ETA on this. I hope this helps.

HI George - only the payments and retainer sections should show 10-03-24. The reason why is that we will allow payments to be pulled into the invoice up to the date it's resaved. The idea being, if a customer made a partial payment on Oct-01, we want to include that if the invoice was regenerated on the 3rd.

With that being said, we will add some text that says Payment and Retainers through October 3, 2024. We hope this helps.

@AccountingA3700

We have added this as a formal new feature request. We will let you know when this has been added.

Hi Leslie,

We're working with engineering to see if this is possible. We will get back to you soon. Thanks.

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