![]() On the Billing> Invoices tab, the PRT box doesn’t uncheck after you print an invoice.Improved esignature functionality and minor bugs.Modified splash screen so that it hide behind OfficeTools once the program launches.Added “Auto Expenses” to project definitions.Added Bill Manager to A/R Aging, WIP Aged, and Project Due date report.Increased space for the document “Name” field on the portal.Added Bill code as a filter to the WIP report.Added Billing Manger to the “Select Time” filter under Billing>Time.This view isn’t for everyone and if you would perfer to have it the way it was before go to Setup>My Settings and check off “Show Extended Project View.” The project work-list has been incorporated on the main screen.You can find this new option under Setup>Staff>Departments. Added the ability to create Staff Departments and filter by them on the Calendar and Activity list.Portal Kiosk now allows for check-ins for “walk-in’s” and clients without an appointment.APX is now Available on the OfficeTools Client Portal – Clients can pay their invoices using APX.Exiting both OfficeTools and QuickBooks and restarting will repair the connection. Installing QuickBooks 2019 can cause a brief disconnection with OfficeTools connecting to a current version of QuickBooks. We have added a suggestions menu item that will point you to our Feature Upvote page where you can post your ideas and vote on your favorite suggestions. Read our user guide on how to log in for the first time.įeature Upvote! We encourage you to share your suggestions or improvements you would like to see in OfficeTools.Install OfficeTools Mobile Companion App on your phone via the App Store or Google Play Store.Install new OfficeTools Server Component OTX on your server, included in server components zip package.Update the OfficeTools Server Components, see update button at the bottom of the page.Update OfficeTools WorkSpace, see update button at the bottom of the page.Please note if your were a beta user please uninstall the app and reinstall it via the Apple Store or Google Play Store.Ĭhecklist to get the Mobile app working for you: ![]() ![]() Please refer to the “Server Components Updating Guide” for further information. It will not be automatically installed with updating the server components, it is a separate installation. This component will need to be installed on the server if anyone in your office would like to use the mobile app. OTX is not compatible with Windows Server 2008 R2/Windows 7. We have developed a new service to allow the app to communicate with the desktop app, we call it OTX. Important – The mobile app will not work with 2017 or 2018 versions of OfficeTools. Take advantage of it today and download it from the App or Google Play Store. The app is included with your OfficeTools subscription. The OfficeTools Companion app enables users who are working away from the office to stay connected to their OfficeTools contacts, calendar, track time with timers and time cards and more. The OfficeTools Mobile Companion App is now Available! ![]() Please Note: this update contains changes to the Server Components that will require all workstations to be updated to this version of WorkSpace or certain features will not work properly. ![]()
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