Ideas & Enhancements

8 Vote

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.

Created 20 Nov 16:04

Integrations

0
7 Vote

Neos - Allow Transaction Details to be deleted when voiding a QB check

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...

Created 22 Apr 18:21

Accounting Integrations / Integrations

0
8 Vote

Email Multiple Case Recipients

Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...

Created 05 Oct 17:18

Integrations

0
7 Vote

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total

Created 21 Jan 19:23

Document Generation / Integrations

0
7 Vote

Allow Needles Outlook add-in to tag meeting responses like other emails.

Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.

Created 28 Oct 12:54

Integrations

0
6 Vote

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided

Created 19 Feb 20:53

Integrations

0
8 Vote

Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop

Created 15 Oct 20:34

Accounting Integrations / Integrations

2 Already exists
6 Vote

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.

Created 18 Jan 21:02

Integrations

0
6 Vote

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...

Created 06 Jan 14:52

Accounting Integrations / Integrations

1
6 Vote

Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates

Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)

Created 04 May 15:09

Integrations

1