Hi Noah. Yes, there is a way to do this. Please look at the first few paragraphs of this article. Feel free to create a support ticket or respond here if you need more clarification. We hope this helps.
Hi Theresa. There sure is. We send reports via email to any email program. If you use Outlook, the reports will open right up in the body of the email if you use option 11 as shown in the first article below. This article teaches you how to schedule reports to email you as needed. The 2nd article shows you how to create the docketing reports first. If you have further questions, feel free to reach back out here or email support@appcoll.com.
As the built-in task reminder reports cannot be changed, we recommend creating a custom scheduled report for task reminders. That way, you can add any information you need. Please contact AppColl Support if you need more details.
Hi Megan - can we set up a call to better understand your request? Please email support@appcoll.com and suggest some dates, times and timezone. Thank you.
@JonahP1621 I would appreciate seeing some of that feedback here - I have a small public company who has no internal system of their own and I am planning to offer them Tandem access once we're more established - I would especially appreciate feedback on how that works so I can avoid overselling it. But, I think being able to offer that will help them consolidate more work with me.
I have come to the conclusion that I cannot really use Quickbooks for any statistical profitability analysis or that sort of thing - really one stream of income seems to map over - all that needs to rely on AppColl reporting. QB will only be able to handle my highest level P&L.
The way to do this is to click the checkbox at the top of the page, which will show you all open tasks. From there, you can update these tasks in bulk. We hope this helps.
