Integrations | Ideas & Enhancements

Export deposits as a batch deposit

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Created 25 Feb 14:49

Accounting Integrations / Integrations

0

2 Vote

Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.

Created 20 Jan 19:13

Accounting Integrations / Integrations

0

2 Vote

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...

Neos- Ability to have Trial Organization and Trial Presentation Functions

Neos should add the ability for Trial Presentation and Organization. This would allow the users to organize timelines of facts, allow links to exhibits/documents/transcripts/ etc.

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.

Created 24 Jun 15:14

Accounting Integrations / Integrations

0

Ideas & Enhancements

Filter by status

Filter by category

Export deposits as a batch deposit

Needles Add-in Search for Providers will list open cases for providers

Compatibility with TABS3 Accounting Software

BI Software Integration

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Template Tags Search by Tag Name, Label or Tab...

Select "Print One check for same Provider"

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

Neos- Ability to have Trial Organization and Trial Presentation Functions

Neos/QB: Restrict Account Listing

Filter by status

Filter by category

Identify yourself with your email address

Export deposits as a batch deposit

Needles Add-in Search for Providers will list open cases for providers

Compatibility with TABS3 Accounting Software

BI Software Integration

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Template Tags Search by Tag Name, Label or Tab...

Select "Print One check for same Provider"

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

Neos- Ability to have Trial Organization and Trial Presentation Functions

Neos/QB: Restrict Account Listing