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    • J

      Invoice Discounts - please add $ amount option
      Product Requests • • JanisA8785

      4
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      Votes
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      647
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      K

      I agree - this would be a very helpful feature. The workaround right now is to adjust down each billing item which is time consuming.

    • ChristianS9906

      Automated Customer Number Listing for eOffice Action processing
      Product Requests • • ChristianS9906

      5
      1
      Votes
      5
      Posts
      104
      Views

      ChristianS9906

      @gregg_appcoll That would be a great start--please don't wait too long to add the ability to list specific recipients, however. It would also be useful to allow the admins to specify the subject line for such emails to increase the chances that it will be noticed/acted on.

      Thanks!
      Christian

    • S

      Let us choose, per-client, whether to use "ClientRef" or "AttorneyRef" in fields that are currently populated with "AttorneyRef"
      Product Requests • • SadiqA2304

      3
      0
      Votes
      3
      Posts
      70
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      gregg_appcoll

      Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

    • D

      Help setting up billing categories and integrating quickbooks
      General Discussion • • DarinD6730

      3
      0
      Votes
      3
      Posts
      49
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      gregg_appcoll

      Hi Darin,

      Could you submit a formal request to support@appcoll.com to set up a call to get you comfortable with this type of setup?

      Thanks.

    • ChristianS9906

      Power of Attorney Field
      Product Requests • • ChristianS9906

      3
      1
      Votes
      3
      Posts
      593
      Views

      P

      @gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

    • GeorgeJ4336

      Syntax for alternate field, when a first field is blank
      Product Requests • • GeorgeJ4336

      11
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      Votes
      11
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      1634
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      GeorgeJ4336

      @gregg_appcoll Thanks, Greg, however I would still find it very helpful to have a syntax for an alternate field, when a first field is blank. As I previously noted, I have several situations where such a syntax would be helpful:

      (a) a client-specific USPTO customer number (if the client has one), or the firm's customer number (if the client doesn't have one) (Some of my clients want me to use their customer number, rather than mine. I have templates for responses to Office Actions, etc. that include a customer number in the document headers)

      (b) a client-specific USPTO deposit account number (if the client has one), or the firm's deposit account number (if the client doesn't have one). (My template responses include boilerplate language authorizing charges to a deposit account, in case of a missed extension of time.)

      (c) actual filing date or official filing date or priority date, depending on what is available. (For example, when calculating due dates for foreign applications.)

      Thanks,
      George

    • GeorgeJ4336

      Assignment Center sends Cover Sheet attachments to e-mail messages with incorrect MIME type
      Files Module • • GeorgeJ4336

      2
      0
      Votes
      2
      Posts
      47
      Views

      gregg_appcoll

      Hi George, thanks for reporting. This issue should be resolved soon.

    • K

      Monthly Calendar view of Billing Items
      Product Requests • • KevinQ1595

      2
      0
      Votes
      2
      Posts
      61
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      gregg_appcoll

      Hi Kevin, thanks for the feedback. This feature is being worked on and should be available in the future.

    • S

      QoL request - make the Application Data Sheet form searchable with "ADS"
      Product Requests • • SadiqA2304

      2
      0
      Votes
      2
      Posts
      112
      Views

      support_appcoll

      Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

    • KateH1004

      Add "Matters" Filter to Contacts Module
      Product Requests • • KateH1004

      3
      1
      Votes
      3
      Posts
      167
      Views

      support_appcoll

      Hello Kate and Melissa,

      This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.

    • admin_appcoll

      AppColl Updates are Here! Fall 2025
      Announcements • • admin_appcoll

      1
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      1
      Posts
      81
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      No one has replied

    • B

      API For AI
      Product Requests • • BrandonK6644

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      6
      Votes
      7
      Posts
      534
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      B

      @gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

    • S

      EP unitary patent with additional validations
      General Discussion • • SharonB9293

      1
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      Votes
      1
      Posts
      101
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      No one has replied

    • M

      Invoice-Level Locking to Improve Multi-User Workflows
      Product Requests • • MichaelS4111

      2
      1
      Votes
      2
      Posts
      122
      Views

      gregg_appcoll

      Hi Michael. Thanks for the feedback. Did you know that AppColl can create one invoice per matter in a bulk operation? This may alleviate the issue you have with multiple users trying to create multiple client-specific invoices. Now, as you know, this will not allow for editing multiple invoices by multiple users simultaneously.

    • gregg_appcoll

      Why do the daily task notification emails not include every task coming due on every day?
      General Discussion • • gregg_appcoll

      1
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      1
      Posts
      111
      Views

      No one has replied

    • K

      Windows Explorer-type Desktop Interface?
      General Discussion • • KennethF1893

      5
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      Votes
      5
      Posts
      789
      Views

      gregg_appcoll

      @JohnG8374

      This is a significant project that we have formally added to our project list. This may take quite a bit of time.

      Thanks.

    • M

      DocuSign Integration Woes. Here's What We Need.
      Product Requests • • MichaelS4111

      4
      6
      Votes
      4
      Posts
      249
      Views

      gregg_appcoll

      @WendyZ2824 We reached out and are awaiting a response from him.

    • gregg_appcoll

      Triggering Trademark File Statement of Use EOT tasks
      Tasks Module • • gregg_appcoll

      3
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      Votes
      3
      Posts
      571
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      gregg_appcoll

      @KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.

    • G

      Update multiple tasks
      General Discussion • • GiselaJ4672

      2
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      Votes
      2
      Posts
      152
      Views

      gregg_appcoll

      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.

    • A

      Announcing AppColl Finances!
      Announcements • • april_appcoll

      1
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      1
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      136
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      No one has replied

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