Ideas & Enhancements

24 Vote

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...

Created 10 Feb 13:36

General

0 Shipped
25 Vote

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.

Created 24 Sep 18:07

General

2 Shipped
24 Vote

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.

Created 19 Oct 20:10

General

2 Shipped
25 Vote

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.

Created 05 Aug 21:32

General

2 Shipped
26 Vote

More Robust Intakes

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...

Created 10 Mar 16:37

General

5 Shipped
21 Vote

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.

Created 23 Dec 20:44

General

19 Shipped
21 Vote

Neos - Add Built-in Spell check

Add a built in spell check for Neos

Created 21 Sep 13:39

General

0 Shipped
15 Vote

Be able to maximize screen size for notes in value tab entry

No description provided

Created 14 Dec 15:58

General

2 Shipped
16 Vote

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.

Created 08 Sep 21:04

General

1 Shipped
15 Vote

Neos - Report Criteria from User Defined Directories

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...

Created 09 Jul 16:19

General

0 Shipped