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• Community Forum User Guide

  Quick Start User Guide

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  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.

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• General Discussion

  General AppColl Chat

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• Product Requests

  What would you like to see?
  The speed with which we implement new features depends on several factors:

  1. The number of customers requesting the feature. Obviously more requests elevates the priority.
  2. The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
  3. The generality of the request. Is this something all AppColl users would find useful or just a few?

  We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

  We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

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  J

  Please add a dollar amount option for posting discounts on invoices. Having only a percentage option for discounts is not sufficient for billing. Our firm never posts percentage discount amounts so consequently time-consuming work arounds must be used which are inefficient and can cause significant bookkeeping errors. Having the choice of posting a discount as a percentage or dollar amount would be ideal.

• AppColl Tandem

  All Things Tandem

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• Prosecution Manager (PM)

  All Things PM

  Signatures Module

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  Billing Module

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  @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

• Files

  Share Files!

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