• AbacusNext
  • Call us: (800) 726-3339
  • Contact
  • Support
  • Login
  • Products
    OfficeTools Cloud Manage your firm online with the new practice management solution Overview Free Trial
    OfficeTools WorkSpace Accounting practice management complete with tax integration Overview Request a Demo
    Product FinderUse the product finder to get a personalized product recommendation. Find Your Product Features Integrate with QuickBooks Integrate with Lacerte Tax Online Payments with APX Additional Integrations Mobile App
  • Pricing
  • Resources
    Client Stories Firms grow with OfficeTools
    Live Webinars Get free training in real-time
    Accounting Blog Get tips, tricks, and OfficeTools news
    Resource Library Explore videos, research, and more
    How to Transition to Holistic Accounting Firm TechnologyThis guide is an overview of what the best accounting practice management software should include and the most effective way to leverage it in your firm. Read Now
  • About
    About Us News Events Partners
  • Give OfficeTools a Try
  • Log in
  • Support
  • Contact Us

OfficeTools User Guides

Find quick walkthroughs and overview information here. For more technical support, go to our knowledge base.


User Guides

  • Global Project Settings – Assignment Reminders
  • Project Manage Button
  • Creating a Note
  • WorkSpace Portal General Usage Guide

Integrations

  • WorkSpace Portal Kiosk Options
  • WorkSpace Portal Schedule Options
  • WorkSpace Portal Time Tracking
  • WorkSpace Portal Reminders

Documents

  • Global Document Settings – Copying Tab
  • Global Document Settings – Folder Options
  • Document Management’s Drop Folder
  • File Names vs. Name

Time & Billing

  • How and where do I customize the Letterhead graphic size, format, etc?
  • I added a new work code and checked the billable option, but the time card(s) do not show up as billable. Why not?
  • Why is my time not billable? Why is my time not showing in the Billing Time screen?
  • How can I show a client’s previous balance and current payments on an invoice?

FAQs

  • Is there a way to copy/edit notes on a document that a client uploads to the portal?
  • What is the easiest way to view relationships or more contacts that I have created?
  • How and where do I customize the Letterhead graphic size, format, etc?
  • Is there any way to see how large the files are that I have on the portal?

Projects

  • Missing Info Setup
  • Project Manage Button
  • Moving a Project Through Its Workflow
  • Project Interface

Global Settings

  • Global Document Settings – Copying Tab
  • Global Document Settings – Folder Options
  • Global Invoice Options – Options Tab
  • Global Invoicing Options – Descriptions Tab

Billing

  • Bill To Contacts
  • Creating Deposit Slips
  • Auto Applying Payments
  • Debit Memos

Time & Billing

  • Sales Tax Regions
  • Global Invoice Options – Late Fees
  • What is a Work Code?
  • How to Assign WIP to an Existing Invoice

Schedule

  • Appointment Auto Reminders
  • Undocking the Schedule
  • Creating an Appointment
  • Schedule Interface

Time & Billing

  • How to Associate Rates to Work Codes
  • Administrative Contact

Best Practices

  • Document Conversion
  • Workflow vs. Lacerte Status
  • Managing Contact Lists Using Outlook Integration
  • Administrative Contact

Projects

  • Performing Adjustments On Invoices
  • Applying Expenses
  • Basic Toolbar Buttons

WorkSpace Portal

  • WorkSpace Portal Appointment Request
  • WorkSpace Portal Settings
  • WorkSpace Portal General Usage Guide
  • WorkSpace Portal Initial Setup

Notes/To-Do’s/Calls

  • How do I make sure that the staff I am assigning the To-Do or Call to, is notified of it right away?
  • What is the Drag & Drop box for in the To-Do’s and Calls screen?
  • What is the difference between “Name” and “Contact” in the To-Do and Calls screen?
  • Can I add my To-Do’s and Calls to my calendar like I can in Outlook?

Activity List

  • Features of the Activity List
  • How would I check for upcoming appointments?
  • Can I make the activity list larger so I can see all of the items that exist?
  • Can I see other staff member’s activities?

Contacts

  • Creating Relationships
  • How to Unhide a Contact
  • What is the easiest way to view relationships or more contacts that I have created?
  • How to Add a Contact

Installation

  • Can you have more staff in OTW than licenses purchased?
  • Workstation Installation
  • Server Installation
  • Outlook Sync Installation

Schedule FAQ

  • Is there any way for me to see all appointments I have had with a client in the past?
  • How would I check for upcoming appointments?
  • How do I send out an email reminder for appointments?
  • How do I undock my calendar?

Documents

  • How do I scan documents into WorkSpace?
  • Why are my documents showing as “Missing?”
  • I can’t find the option to install the PDF Printer Driver or Acrobat and Office add-ins. Where is it?
  • Why aren’t my emails showing under the Documents tab?

Portal

  • Can I see how many clients are synced to the portal?
  • Is there a way to copy/edit notes on a document that a client uploads to the portal?
  • Is there any way to see how large the files are that I have on the portal?
  • Can I run a report to see if the email addresses that I have in WorkSpace are currently synced to the clients on the portal?

Reports

  • Billing Reports
  • Staff Time Sheet Reports
  • Introduction to Reports
  • Contact Reports

Outlook Sync

  • If I enter a contact into Outlook, will it be imported into WorkSpace?
  • Why do my Outlook appointments show as “(Unspecified)” when they import into WorkSpace?
  • Can I input appointments on my phone and have them show in WorkSpace?
  • If I delete an email out of WorkSpace that has been added through the Outlook sync, will the email be deleted out of Outlook as well?

QuickBooks Sync

  • Is it necessary to sync with QuickBooks?

Integrations

  • Workflow vs. Lacerte Status

Budgets

  • Budgets

Getting Started

  • OfficeTools WorkSpace Layout
  • How Does the DMS Work?
  • My Settings
  • How to Associate Rates to Work Codes

Basic Setup

  • How Does the DMS Work?
  • My Settings
  • How to Add Staff Members
  • How to Associate Rates to Work Codes

Core Functions

  • OfficeTools WorkSpace Layout
  • Features of the Activity List
  • Hot Keys
  • How to Add a Contact

Notes/To-Do’s/Calls

  • To-Do Interface
  • Creating a Note
  • What is a To-Do?
  • What is a Call?

Time

  • What is a Work Code?
  • Billing Tiers & Multipliers
  • How to Associate Rates to Work Codes
  • How to Assign WIP to an Existing Invoice

QuickBooks

  • Invoice Export
  • Time Export
  • QuickBooks Sync – Setup
  • Syncing Client Data

Technical Support

  • Troubleshooting QuickBooks Connection Problems
  • Information Regarding the Seamless QuickBooks Sync
  • Integrating Gmail through SMTP in WorkSpace
  • Outlook Sync Can’t Establish Connection to Outlook

AIMI

  • AIMI Interface

Documents

  • Document Conversion

eSignatures

  • esignatures Setup

Lacerte

  • Lacerte Integration – Setup and Configuration
  • Lacerte Integration – Syncing Client Information
  • Lacerte Integration – Viewing Lacerte Status in Corresponding WorkSpace Tax Return Project
  • Lacerte Integration – Importing Invoice Amount from Lacerte into WorkSpace

Outlook

  • Outlook Sync – Contact Sync
  • Outlook Sync – Tasks
  • Outlook Sync – Schedule
  • Outlook Sync – Mail Import
Resources
  • OfficeTools Cloud
  • WorkSpace
  • Client Stories
  • Accounting Blog
Tech & Support
  • Login
  • Support
  • Partners
  • Contact
United States
AbacusNext HQ
4850 Eastgate Mall
San Diego, CA

Tel: 1-800-726-3339
United Kingdom
AbacusNext Int'l
14 S Charlotte St
Edinburgh, UK

Tel: +44 131 226 3999
Canada
Abacus Data Systems Canada, Inc.
1 Yonge St, Suite 1801
Toronto, ON
M5E 1W7, Canada

Tel: 1-800-726-3339
  • About
  • Careers
  • Sitemap
Follow Us
© 2022 - AbacusNext, All Rights Reserved
  • Terms & Conditions
  • Accessibility
  • Cookie Policy
  • Do Not Sell My Personal Information
  • Privacy Policy
OfficeTools is an AbacusNext Product

OfficeTools Cloud

See the new practice management solution for managing your firm from the cloud

Try It Free

OfficeTools Workspace

Accounting practice management complete with tax integration

Request a Demo

Not sure where to start?

Try the Product Finder
 

Or give us a call:
800-726-3339