Ideas & Enhancements

Neos - Report at time of Check Request

We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.

  • Guest
  • Oct 18 2022
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  • Guest commented
    October 30, 2023 19:00

    Please add to your ideas & enhancements that this is a critical workflow process for our team. We need documentation of an expenses request as part of Bar rules in Georgia. The print out from Neos helps support this rule. Thank you.