Office Tools Professional

Office Tools Professional

About the Office Tools Professional Group

This group is to discuss current experiences with the software and firm procedures. We want a network of owners and managers to share how they run their firm and how our... more »
This group is to discuss current experiences with the software and firm procedures. We want a network of owners and managers to share how they run their firm and how our software helps them achieve their goals. « less

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Most Popular Discussions

Mike B.

Mike

Phone App Feature request

We are starting work on the Android app for Office Tools.

Our initial plan was to create an app that ties into the Client Portal, and ...

posted 5 months ago

Ralph S. 3 days ago • Edit • Ralph likes this. »
See all 23 comments »
Mike B. Dean G.
Andy D.

Andy

reposting an nsf check returned from bank

client makes a payment which is posted and deposited. The check bounces. What is the best procedure to get the charge back in the ...

posted 1 month ago

Mike B. 3 days ago • Edit • Debit memos should be available in the next release. »
See all 4 comments »
Michaela F. Andy T. Mike B.
Andy T.

Andy

New Activity List buttons

Kudos to the OTP staff for changing the buttons on the activity list. We just starting playing with them today and just realized that ...

posted 3 months ago

Michele L. 10 days ago • Edit • I filter and sort by assignments constantly! Much easier to tackle and complete when i can see just the assignments i need or want to, such ... »
See all 13 comments »
Sayegh G. Michele L.
Paul N.

Paul

Question About Changing Document Categories

Having implemented OTP late last year, I have learned some errors we made in setting up document categories, and would now like to make ...

posted 10 days ago

Paul N. 10 days ago • Edit • Thanks for the answer Mike! So, what I want to accomplish is to combine a few categories into one. Is there anyway to easily do this? »
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Mike B. Paul N.
Duane C.

Duane

DropFolder.net

Are there any plans for the dropfolder to notify me when a client uploads a document? If so when?
Thanks

posted 17 days ago

Duane C. 11 days ago • Edit • The portal/dropfolder provides a convenient delivery solution for clients tax returns. Many client no longer print out their return. But in ... »
See all 6 comments »
Duane C. Mike B. Duane C.
Paul N.

Paul

Lacerte Sync Question

Hi - I am using Lacerte but have not used the Lacerte sync functionality yet - is there anyone here that does? I am very nervous about ...

posted 3 months ago

Mike B. 16 days ago • Edit • The Outlook sync requires Outlook 2007 or newer (as stated on our website). It *could* function with 2003, but it is not officially supported ... »
See all 15 comments »
Barry P. James M. Mike B.
Patti O.

Patti

So, I must have set something up incorrectly. My payments don't show in the payment window.

In the payment section, I don't get a list of payment made....I want to be able to correct a payment that I posted incorrectly. And, I ...

posted 19 days ago

Cassie E. 18 days ago • Edit • In the bottom right hand corner of the payment screen, do you have the box checked that says "show applied payments"? We had this problem too ... »
See more »
Mike B. Cassie E.
Duane C.

Duane

File rights

I would like to be able to only allow some people to view certain files. I do not want to password protect every file but would like to ...

posted 1 month ago

Duane C. 18 days ago • Edit • Duane likes this. »
See all 5 comments »
Mike B. Melissa P.
Becky G.

Becky

Is there any way in OT to password protect certain clients so that only authorized people can see the projects, notes, etc?

posted 22 days ago

Becky G. 22 days ago • Edit • I decided that I could "hide" the contact and the people authorized could unhide, use it, then hide again. It should work as a work-around for ... »
See more »
Mike B. Becky G.
Michaela F.

Michaela

WIP Report Full Detail in Portrait vs. Landscape?

When we first started using OTP, I would print out the WIP Full Detail Report in Landscape. When 2011 came out, the report stopped ...

posted 24 days ago

Michaela F. 23 days ago • Edit • Yay! I know it's silly, it only saves 20-40 pages of paper, but visually I prefer portrait. ... »
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Stephen B. Michaela F.
Patti O.

Patti

Is there a way to export a listing of client and email addresses only from OTP? I just want client names and their email addresses.

posted 24 days ago

Mike B. 24 days ago • Edit • Yes there is a way to export them. Inside 'Setup' -> 'My Company' -> 'Information & Settings' -> 'Contacts', there is an 'Export Contacts to ... »
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Mike B.
Joseph W.

Joseph

OTP Lost Files in Document Management

We had a alarming experience yesterday that we may help you avoid. We were forced to reformat a drive and upgrade to Windows 7 Pro. In ...

posted 1 month ago

Mike G. 1 month ago • Edit • The warning and alert is truly the fact that in the Document Management screen all the documents will say "missing". If this happens, this ... »
See all 4 comments »
Joseph W. Andy D. Mike G.

About this Group

  • Created: June 17, 2011
  • Type: Professional Group
  • Members: 412

Manager's Choice

Mike B.

Methods for submitting an Error/Enhancement Report

Mike B. See all »

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