@gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
George

Hi George,

Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.

@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.

@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.

@gregg_appcoll Thanks. How long does it typically take for an issued patent to be available on espcaenet to grab the references cited?

I created two user fields, one for first use in commerce and one for first use anywhere. I wouldn't try to overload priority date or some other pre-existing date with first use information.

Of course, it would be nice if AppColl had standard fields for these dates.

@KimG5166

Thank you for the suggestion. We will look into adding an option to choose between the two. We hope this helps.

We will certainly get this added Christian. Thanks for letting us know.

We might be able to do this if you're using AppColl to send the email. We will pass this onto engineering. Unfortunately, it would not be possible to do so if you're using Outlook/Gmail due to browser restrictions on the amount of data that can be sent to another email program.

Hi Kim,

Thank you for the suggestion. We will pass your suggestion on to engineering for future consideration. Please keep the ideas coming.

Hi Nicole,

The following should help.

https://support.appcoll.com/prior-art/cross-cite-prior-art-references

Specifically the section titled" Copy selected references from one matter to another"

Please let us know if this works.

@BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

@BrandonK6644 Thank you for the suggestion. We will certainly pass this on to engineering for future consideration. Keep the ideas coming.

@GeorgeJ4336

You should be able to sync tasks without issue. When you look into the Sync settings, there will be an option to enable these, along with the ability to choose which fields you wish to copy over.

Also, you should be able to sync email notes as of Friday. Please let us know if you need further assistance.

Hi Amy - Each time a document is saved (with the same name) a revision is created. Since we do not provide for editing a document within AppColl, the document must be edited on your local PC/Mac and then uploaded back into AppColl. This will create a new revision. Under this scenario, users would never be editing the same document.

We hope this helps.

Hi George,

Thanks for the feedback. Adding the ability to calculate foreign exchange rates is a great idea. We will pass this on to engineering for their consideration.