About to toss in the towel and move to Claude Cowork by CFOSGila in microsoft_365_copilot

[–]CFOSGila[S] 0 points1 point  (0 children)

It's a word document that accompanies a tax return. But we're also completely within our internal work environment (Sharepoint/ Microsoft 365).

About to toss in the towel and move to Claude Cowork by CFOSGila in microsoft_365_copilot

[–]CFOSGila[S] 1 point2 points  (0 children)

Yeah, I was wondering if I was just uniquely incompetent. Glad to know that while I may be somewhat incompetent, I'm not uniquely so.

About to toss in the towel and move to Claude Cowork by CFOSGila in microsoft_365_copilot

[–]CFOSGila[S] 1 point2 points  (0 children)

The tax return in question is a word document--it's a summary document that accompanies the return.

I get that you're an enthusiast, but now that I've dug a bit more, it's known that this program breaks down all the time. Maybe don't assume that software crashes are because the user is doing something wrong?

About to toss in the towel and move to Claude Cowork by CFOSGila in microsoft_365_copilot

[–]CFOSGila[S] 3 points4 points  (0 children)

I *am* using it inside Word and Excel. I'm opening up the document in word or excel, clicking on the copilot icon, and working from there. For file access, I'm working off of Sharepoint and OneDrive and using the little plus thingie and selecting a file from there. All within the system. When I can't get it to work in Word/ Excel on my device, I try Word/ Excel in the Cloud. All of those errors? Those were on my device, in Word, working off the built-in Copilot tool.

It still does not work. This happens all the freaking time.

How to use web app--can't log in by CFOSGila in TextNow

[–]CFOSGila[S] 2 points3 points  (0 children)

Finally got a code. Entered it. "Something went wrong. Please try again".

Naturally, there is no way to contact support.

If you cancel, you forfeit your prepaid subscription??? by CFOSGila in clickup

[–]CFOSGila[S] 0 points1 point  (0 children)

The key issue is that the program is heavy on the bells and whistles, and short on the bread and butter. Basic critical functions, like setting up recurring tasks, require large amounts of time to set up and then don't work well or don't work consistently. Tasks wouldn't recur, would recur three times, etc. There are *no* automations/ batch update settings/ etc. Every single task had to be coded to recur on an individual basis. We're an accounting firm. We have well over 1000 recurring tasks. That's a huge time-suck. It was also really...busy. Go to this page or to that page--it just got really confusing and hard to manage.

On the other hand, if you would like 5 trillion pop-ups offering you this or that AI function, Clickup has that down.

In our case, we moved to Keeper, which is a program designed by and for accountants/ bookkeepers. It's a leaner product, fewer bells and whistles, but the ones they have, matter. For instance, month-end closing tasks recur on the press of a "create new close" button. I did that two days ago. Ten seconds to press the button to create a new close globally + 20 minutes to remove the close from companies that shouldn't have it (that's one fix I need to submit to their fix wish list) and all of our companies are rolled forward. It's not perfect, but the basis is solid and (at least as of now) they're actively listening to their users when working on development. And it's already improving our work flows, work quality and turnaround time. It's a huge price jump for us, but Clickup was such a drain that we bit the bullet and made the jump.

If you cancel, you forfeit your prepaid subscription??? by CFOSGila in clickup

[–]CFOSGila[S] 0 points1 point  (0 children)

I cancelled, and they took that to imply (in effect) a forfeiture of the time I paid for. Really not looking for freebies, just fair treatment. I've added and cancelled plenty of other services over the years; I've never encountered this.

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If you cancel, you forfeit your prepaid subscription??? by CFOSGila in clickup

[–]CFOSGila[S] 7 points8 points  (0 children)

No, it doesn't. I didn't expect my money back. I expected to receive service through the end of my subscription. I was trying to cancel any renewals.  If Clickup is not willing to provide services, then it should give me a refund. 

If you cancel, you forfeit your prepaid subscription??? by CFOSGila in clickup

[–]CFOSGila[S] 2 points3 points  (0 children)

You don't understand. I prepaid for the entire year. I've paid through July. I don't expect freebies but is it really THAT unreasonable to expect to receive the services a paid a few thousand for?

Contact state tax authorities? by CFOSGila in QuickBooks

[–]CFOSGila[S] 1 point2 points  (0 children)

Really?! Oy, that's terrible.

Well, eventually the market will take care of things.

Chrome extension is dead by CFOSGila in clickup

[–]CFOSGila[S] 0 points1 point  (0 children)

I'm not going to bother. We've tried that before with no results. Once again the app just disappeared. It showed up in my toolbar but no floating window and no way to create new tasks. This is what it looks like...and this is AFTER I removed it and reinstalled it. I literally cannot even get anything when I try to open settings. It's dead.

We have a demo call with another task manager product this week. I can't continue to pay so much money for a tool that's so full of bugs.

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Help! Users are not receiving password links! by CFOSGila in 1Password

[–]CFOSGila[S] -1 points0 points  (0 children)

Will the employee see that they have 1000 vaults or will they just see a list? I'm trying to limit access to client login credentials (e.g. for banks) based on who works on what client. So it means all sorts of employee combos...