Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.
We value your feedback regarding the removal of the grouped view in the Neos Value section and apologize for any inconvenience caused. Our goal was to enhance your Neos experience with the new value grid, which offers improved navigation and future scalability.
We are working on providing an alternative path to quickly access a similar grouped view, that should be available in the next few days.
In the meantime, you can still view grouped information by value code in a few alternative ways in the value tab:
Subtotals: Located above the value table, it provides monetary values grouped by value code.
Settlement Calculator: Find grouped views in the Reductions tab.
To replicate the grouped view in advanced search:
Use Advanced Search for value.
Set criteria to Case equals [select a case].
Customize displayed columns.
Apply sum action for Total Amount, Reduction, and Amount Due.
Group by the Value Code column.
We will be reaching out to firms on our plans to enhance the grid.
Thank you for your continued support.