@gregg_appcoll

My reading of this thread is that Christian requested (among other options) a feature for Appcoll to send an admin an email notification when a client contact includes a customer number that is not included in the "Process eofficeaction" setting. It also seems from the thread that the feature was implemented. When I attempted to test the email notification, however, nothing happened. Could you confirm that the feature is still enabled and, if so, please direct me on how to utilize it?

@AccountingA3700 Hi Leslie - this report was just published today a few days ago. See below. Apologies for the confusion. We will also update the link in the article.

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We rarely deal with retainers, so this is a new problem for me. I will say that non-retainer invoicing and syncing with QBO has been working nicely for us once we got it set up.

One thing I have noticed is that if I create a billing item for "retainer" and there are no other billing items, the invoice simply will not create a balance due and will not sync to QBO. I'm curious if anyone has a work around. My plan is to manually create a retainer invoice in QBO so I can collect the retainer. Then I will manually create a retainer entry in AppColl. I don't know what manual process is going to be needed once I actually invoice but I'll figure it out when we do that.

What might be helpful is just to hear how other people have done this. Not asking for the platform to be changed, but just to hear from other end users that successfully handle retainers and also use AppColl for billing.

@SamuelV4648 Thank you so much for the suggestion. This is a good idea. We have passed this on to our engineering team for future consideration. Please keep the ideas coming!!!

Hi Colin. Would you be available to have a call with me, Gregg Hart to further discuss?

Please reach out to support@appcoll.com and ask for me. Thanks.

Thanks for the suggestion, Christian. We have passed this on to engineering for consideration.

Thanks for the feedback. We'll past it onto engineering.

@SarahF7557

I second this! As we are building tools via Codex and the like, we are finding it very difficult without direct access (via) API to our docketing system. Appcoll's reports provide us the data we need in many instances, but they are cumbersome to maintain and seem like an unnecessary hurdle. Additionally, it would be nice to be able to automate some actions we take regularly in Appcoll, such as adding comments to tasks, without having to upload a CSV file or log in.

Not a bad idea, Christian. We will add this to our list. Thanks for the suggestion.

@SarahF7557

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

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.

https://support.appcoll.com/form-emails-and-letters/add-special-characters-to-form-letters-and-emails

Hi Christian - I just upped the priority of this. Apologies for the delays.

Gregg

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.

https://support.appcoll.com/reports/schedule-reports-to-run-automatically-w-video

https://support.appcoll.com/reports/generate-a-306090-day-docket-report

Hi John - we're looking into adding something to make this work. We will make an announcement when this has been implemented.

@AnnM8256 Glad we could help.

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.