If you are currently using OfficeClip Document Sharing, Contact Manager, Time Tracking or Expense Tracking then this post will be useful for you.

Let us know how you are using OfficeClip and we will increase your disk space 10 times. Just write a couple of paragraphs on one or more of these:

• How OfficeClip is helping you in your business (compare with what you had before OfficeClip) and how excited you are using OfficeClip.
• One or two tips or tricks on using OfficeClip

Put your story on a page on your website or your blog and send us the link. If you do not have a blog yet, you can create one in 5 minutes in wordpress (https://en.wordpress.com/signup/)

Photo Courtesy pobre.ch, Creative Commons Attribution.

We are excited to announce our new release of OfficeClip 9.1. This is a major release and has been made possible because our users have provided us lots of feedback in our feedback site. In this release we bring you a new Application called Paid Time Off. It is now possible to track employee paid time off (PTO) and manage vacation accruals. Other major enhancements include ability to control the page size and using template to create the login screen. In addition to this we have made a lot of small enhancements and many bug fixes.

The OfficeClip Invoice application can now accept payments via credit cards, debit cards, Paypal and your customer's bank account (ACH payments available only in the US).

OfficeClip creates a seamless workflow for the entire process. An invoice is created and sent to the customer via OfficeClip extranet. The customer can then open the invoice by clicking on a link on their email. Upon presentation, the customer can pay for the invoice by clicking on the Pay button. Payment can be made using a credit card, Paypal or bank account. Upon payment, an email will be sent to you and the customer as the receipt for the payment.

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Web Issue Tracker allows you to publish an email address so that your customers and prospects can report issues to the tracker via email. The following features are available:

• Email Attachments are converted to documents in the issue tracker and linked with the issue.
• The subject line of the email is imported to the Title of the issue of the body of the email is imported to the description of the issue.
• Defaults can be set for the issues created from the email.
• The scan rate of the POP account can be controlled.

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OfficeClip is now available on iPhone™ and iPod Touch®. It is available as a web application with a look and feel designed to be compatible with the UI style of the iPhone, and the following applications of OfficeClip now work on the iPhone:

• Calendar - Allows creation of meeting and group events. Recurring events are not supported.
• Contact Manager - Allows creation and management of contacts. Creation of new filters and reports are not supported.
• Account Manager - Allows creation and management of accounts. New filters and reports are not supported.
• Opportunities - Allows creation and management of opportunities. New filters and reports are not supported.
• Campaigns - View and edit campaign details. Designing new campaigns or sending campaign emails is not supported.
• Timesheets - Allows creation of new timesheets, as well as editing, submitting, and approving timesheets. Reports are not supported.
• Expenses - Allows creation of new expenses, and editing, submitting, and approving expenses. Reports are not supported.
• Task Manager - Create, edit, and manage tasks.
• Notes - Allows creation of personal and organization notes.
• Issue Tracker - Ability to create new issues, and assign and manage issues.

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We get a lot of questions about security for many of our applications. This blog attempts to organize all the security features in one place and explains various levels of security.

• Security between Organizations
• Privileges using Roles
• Access Control at various levels

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Keeping track of clients, appointments, old tax returns and receipts is sometimes difficult to manage in a conventional way. Different applications in OfficeClip provide a way for Accountants to be more productive. This avoids having to maintain bunch of spreadsheets and carry out manual merging.

In this article we show some ways how OfficeClip products can be used by Accountants and Financial Professionals to make various tasks more efficient.

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  Many of you have requested enhancement via OfficeClip Forum . In this release we have implemented of most of them.

• Dashboard Enhancements
• FREE 2 licenses for existing users
• Improvements in the Reporting Module
• Earn by Referring OfficeClip
• Implementation of Expense Synchronization

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Many of you have requested a feature which would allow time spent on fixing issues, tasks or speaking with the contacts can be imported into OfficeClip Timesheet so that these time could be billed to the clients. Because OfficeClip customers have varying needs, this created some implementation challenges:

1. What if the user does not use the OfficeClip Timesheet? In this case we are providing additional configurable reports.
2. You want to export only some work items to the OfficeClip Timesheet. We have created a wizard interface that will allow users to pick and choose what is imported.
3. Also, OfficeClip Timesheet should be flexible enough so that free form editing is available after the information in imported to the timesheet.

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