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.

@ChristianS2558 Thank you! I'll give this a try. The auto-trigggering option is what I'm looking for!

@AnnM8256 Glad we could help.

Thanks. We'll take a look at that form - sb0439

Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

@SarahF7557

Excellent. I see you reached out to the support group to get started!!!

@support-appcoll-com Will they be able to line item edit information for their own purposes?

When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.

Can I stop auto-generation of the review tasks, or are they needed to auto-generate other tasks?

@MelissaT3398 Currently we don't have a way to show a created date field that allows for showing a table of contacts and their dates. The only way to do with would be through the transaction history. Search for "added contact" and the name and look at the transaction date.

the other thing you could do is to expose the actualcost column in the main matter view, find the matter and click the actualcost field...that will show all billing items for that matter

https://support.appcoll.com/import-prior-art-references-from-a-spreadsheet

https://support.appcoll.com/prior-art

Also see this Forum thread for information about invoice fields.

@BrandonK6644 I agree. Other docket management systems (ex., Clio, I believe) have nice implementations of this. You click on a document in the docket management system web page, and the document downloads to your computer (ex., to the Downloads folder), and your preferred application automatically launches to open the document. When you close the document, the document is automatically uploaded back to the the docket management system. It is all transparent.

In some implementations, a program runs in the background to make this magic happen. The docket management system communicates with the background program telling it what the user clicked on, and the background program launches the application program, pointing the application to the downloaded file. The background program monitors the downloaded file, and after the application closes the file, the background program automatically sends the edited file back to the docket management system.

Thanks. I've done that.

@jonah-soundhound-com I agree, although what I'd really prefer is for the truncation to be eliminated.

Even better if I could upload a pdf file that is the AIA-82B form for the client and have AppColl generate the AIA-82A with the fillable fields with the signed 82B form (probably a scan - not a fillable pdf) appended to it ready to file after I signed it. It would need to be done on a client-by-client basis with a different 82B page for each client.

Turns out the expression also requires curly brackets...

AND while the expression 'x<#{General.Now(-500d)}# using the 'PriorityDate' field in the matter is true.

31775d21-f2cb-4fa4-82a8-f79fa511c2f1-image.png

I would like to see this as well.