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How to Configure and Use OfficeClip Reports

by SK Dutta 6. November 2018 14:44
OfficeClip Report generator is a configurable tool that allows you to create many types of reports for the fields in the database.

In this blog, I attempt to answer a few questions that have been asked a few times about OfficeClip reports.

1. Project Time: Estimated vs Actuals



2. Create and Configure Timesheet Details Report



3. How to Share Reports with your Team



4. Create Report in Landscape Mode



More more videos on OfficeClip Reports visit our youtube page on reports @ https://www.youtube.com/user/OfficeClipVideos

Google+ for consumer joins the list of shelved product... what is next?

by SK Dutta 9. October 2018 07:35

Over the years we have seen Google shelves products that creates good following but does not make enough money for them. I liked Google Reader, Google Talk and when Google shelved Notebook and wanted people to switch to Keep, I instead opted for another product.

Today Google announced that they are shelving the consumer version of Google+ because of compromised private profiles of many users. Also they reasoned that people do not spend enough time on average accessing it. Less time also means less ad revenue for Google. Instead of fixing the security issues they opted for closing the product altogether.  

Many other big developers like Microsoft keeps products for a long time even after they stopped development on it and then merge them to more popular products, like Hotmail to Live and MSN to Bing. 

This practice of google will make consumers more suspicious to adopt new products from them for the pain of leaving them when they started liking and getting used to them.

What is in OfficeClip New Release 10.6.4

by SK Dutta 27. September 2018 15:21

We made many user interface changes in this release and also added some new features.

Changes to the OfficeClip UI and Skins



The entire OfficeClip UI has been modified to make it more usable and modern. All the icon images have been replaced by the font icons. Spacing has been increased between various UI elements. In addition, the OfficeClip interface has been made responsive. This means that it can be used in the modern mobile devices as is.

In addition, a total of 18 different skins has been modified to change the theme associated with those skins. Some of the skins (e,g, Metro Touch) has been optimized to make it work better on touch devices.

In/Out Timesheet



Many of you had requested us to include the ability to add employee check-in and check-out times in the timesheet. In this release, users will be able to add in, out and break times for each day.

In addition to this, these times can be seen in the timesheet preview and in the reports.

Mobile Design Changes



OfficeClip Mobile interfaces for iOS and Android has also gone through many design changes. Google Material Design has been adopted in all the screens. We have also extended the features of the application by adding more screens.

How to access OfficeClip from outside your firewall

by SK Dutta 4. January 2018 15:39

If you have installed OfficeClip on your local server and want to access it from outside your LAN you have the following options:

  1. Setup port forwarding on your router to the OfficeClip Server IP address
  2. Use the router supported dynamic DNS to automatically forward incoming OfficeClip request the OfficeClip server
  3. Use third-party reverse IP services like ngrok to access OfficeClip without doing any change in your router

How to share documents with your customers

by SK Dutta 16. November 2017 14:13

When you are working on a project inside OfficeClip, and you need to share a document or a folder with your customers you can do it directly from within the OfficeClip Sharing Application.

You can share the documents in two ways:

  1. Web Link: In this mode, the system generates an email that contains a link. On clicking, it provides a way to download the document to the user's computer. This form of sharing can be password protected, and you can also put an expiration date.

    The password is usually not sent in the same email as the link.

  2. Secured Link: In this mode, you first create a login account for your customer. Then you share the document in the same manner as in public sharing, but the customer will have to log in to his/her portal account to see the share.


Trello Roadmap for the future releases

by SK Dutta 7. November 2017 13:41

We are starting to work on our next release. I have created a roadmap of what will be included in it. Please feel free to vote and add comments on the features you would like to see implemented next.

>> OfficeClip Roadmap

New Release! Sage 50-2108 AddIn and OfficeClip Patch

by SK Dutta 3. November 2017 14:22

OfficeClip has released a new Sage 50 AddIn that works with the 2018 edition of the software. It can be downloaded from the OfficeClip website.

OfficeClip has also released a new patch that fixes the following items:

  1. Documents: When downloading documents, the correct revision was not getting downloaded
  2. Campaigns: In Design Mode, sometimes the images from the external sites were triggering exception
  3. Timesheet: With custom fields, the column totals were not lining up
  4. Time Off: Time Offs showing for people who were not in the Approval Route
For hosted version users, it is automatically applied to the website. Installed version users can download this from our download page.

New OfficeClip Release 10.5.1

by SK Dutta 11. September 2017 14:27

We have just released a new version of OfficeClip 10.5.1.

We made many enhancements and hundreds of bug fixes. Most important enhancements we are releasing are:

  1. An Email Tracker that queues and tracks all emails that goes out of OfficeClip
  2. In addition to the SOAP API, we have added a REST API module
If you are using OfficeClip online, your do not have to do anything, the upgrade is automatic. If you are using the installed version you can download and install the latest version from our website.

The latest release notes are available here

I will be posting more details of individual enhancements soon.


How to Create and Customize webform

by SK Dutta 4. May 2017 13:55

The video below shows how you can create a contact web-form to capture leads from your website. It also discusses basic customization of the web form to make the look and feel of the form similar to your website.



Patch 3 Released for OfficeClip 10.4.27

by SK Dutta 20. February 2017 18:38

Today we have released a new patch that solves some of our customer's issues. Following are the changes in this patch:

  1. PatchGeneral: Google Sync was failing in some cases   PE1141 (Support Tickets)
  2. PatchTimesheet: Could see attachments inside Submitted/Approved Timesheet   AC1138 (Support Tickets)
  3. PatchContacts: Mandatory List Fields were not checked for validation   AC1137 (Support Tickets)
  4. PatchProjects: Unable to scroll the Accounts List screen   AC1136 (Support Tickets)
If you have the installed version of OfficeClip, you can go to the OfficeClip download page to read instructions and download the patch. If you are using OfficeClip online at our website they are automatically applied to the site.

Patch Released for OfficeClip 10.4.27

by SK Dutta 2. February 2017 15:16

Today we released a patch for 10.4.27. If fixes one issue:

  • Projects > Accounts List - Screen cannot be scrolled down
If you are using OfficeClip.com cloud it is automatically installed and you do not have to do anything. If you have the installed version you can down the path and read the installation instruction here: 


The complete release notes is here: https://www.officeclip.com/web/releasenotes.html

Tutorial - Time Off and Accruals in OfficeClip

by SK Dutta 31. January 2017 22:17

I got a few questions from some of our customers on proper use of the OfficeClip Time Off and Accruals. OfficeClip Time Off application has many features that can manage your employee's vacation, leaves and paid time off. I decided to create a tutorial video to make it simple. Let me know if you liked it or have any questions.


New Release 10.4.27

by SK Dutta 25. January 2017 13:41

We are pleased to announce a new release this year for OfficeClip. The following are some of the important changes we made to the product:

  1. Timesheet - Time Off Integration
  2. Live Chat Integration
  3. Lots of bug fixes
More...

New Release 10.4.22

by SK Dutta 4. November 2016 14:20

We have made a service release 10.4.22. This fixes some of the recently reported issues.

  1. Enhancement: Notes: In the issue tracker text areas hyperlink buttons are there try to add a hyperlink and unlink observe the functionality working or not and check the spell check button is before the hyperlink
  2. Bug Fix: Issue Tracker: Note was not formatted correctly for extranet users
  3. Bug Fix: Settings: Deleting an organization with some demo data was throwing an exception NR1538(10x)
  4. Bug Fix: Time Off: Time Off → Admin → Select a time off category → History → was showing the wrong history KP1094(Support Tickets)
  5. Bug Fix: Time Off: Time Off rejection mails are not coming to the user BK1544(10x)
  6. Bug Fix: Time Off: Timeoff > my requests & archived lists > delete was not asking for permisssion DK1531(10x)
  7. Bug Fix: Timesheet: Timesheet Profile change email was not sending emails correctly (the link was showing up as empty) IK1543(10x)
  8. Bug Fix: Timesheet: User was not able to navigate to the timesheet page from the email link that is sent when the timesheet is approved NK1525(10x)
You can download and install the new release from here. It you are using the cloud edition, it has been upgraded already.

New Release 10.4.20

by SK Dutta 5. October 2016 15:46

Welcome to the new release of OfficeClip. In this release we bring you a few enhancements and many bug fixes:

Document Viewer


Before downloading a document, you can now review it using the in built viewer. Current supported files are office documents (docx, pptx, xlsx), html, pdf, xml, js and text files.

Windows Live OAuth2

If you have a windows live account, you can use that to login to OfficeClip instead of your OfficeClip login and password.

See full release notes

Download Link (for users who have the installed version)


OfficeClip is now free on private cloud

by SK Dutta 30. August 2016 16:26

OfficeClip has now made its small business application free to run on private clouds like amazon aws or hyper-v in organizations. Previously the  software was free for upto 10 users. With this release it has been made free for unlimited users. OfficeClip also provides free email support for this product.

OfficeClip creates software to manage customers and projects. This includes CRM, Timekeeping Software, Expense Management, Invoicing and Help Desk. 

Starting a decade ago, OfficeClip provides software solutions to thousands of small and medium businesses. To learn more about OfficeClip visit our website at www.officeclip.com

How to control access of OfficeClip Reports

by SK Dutta 29. July 2016 16:30

After getting a query from one of our customers, I decided to do this quick video on how to:

  1. Provide OfficeClip Report Access to certain members (or roles) of your team.
  2. Manage Access at the Reports level. For example, do not allow some reports to be shown to an employee.
Note: Make sure you exercise caution when you expose your reports to non-administrators of your organization. Depending on their access they may be able to see some information that you may not want them to see!



Please reply with your questions or comments

Thoughts on making web application HIPAA Compliant

by SK Dutta 28. June 2016 13:16

If you are a web application developer or provisioning an application for health care, this article will provide some information on what you should be focus to be compliance with the current healthcare regulations. In accordance with the HIPAA Privacy Rule any healthcare practice (or provider) should protect patient's individual identifiable health information, often called Electronic Protected Health Information(ePHI).

This article talks about what is involved in complying with ePHI and how OfficeClip handles it.

More...

OfficeClip New Release 10.4.17

by SK Dutta 21. June 2016 14:45

We have a new version of OfficeClip for you. It combines two previous versions. Here are the release notes:

More...

How to change Document Folder Permission in OfficeClip

by SK Dutta 13. June 2016 10:54

In OfficeClip you can change the access permission of documents and folders. The permission link can be accessed from the properties page. Follow these steps:


  1. Click on the Document Application from the left menu
  2. Click on the Properties icon on the same row as the folder (or document)
  3. Click on the Permissions link
  4. Click on the Edit icon on the row that you want to change permission
  5. Change the Permission and then Click on Save

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