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Neos - Quickbooks Integration with Invoice Creation

Currently, the quickbooks integration is very simple, and only allows the exporting of checks, and deposits; however, it would be extremely useful to export Time entries to an invoice, so we could serve our clients invoices with ease. These invoic...
Guest about 3 years ago in Accounting Integrations / General 1

NEOS - Address's Zip Code doesn't populate proper city

Whenever the user uses the zip code 92509 for Jurupa Valley, California it doesn't auto populate with this option. It seems that the API Neos interacts with, or our own data that we retrieve this information from doesn't contain Jurupa Valley as a...
Guest about 3 years ago in General 0

Column showing staff that are logged in

It would be beneficial to know what staff members are logged into Neos. If an employee is accessing Neos when they shouldn't be we would be able to tell. Needles 4 allowed admin to see everyone logged in. Please bring that back.
Guest about 3 years ago in General 0

Neos - Add additional information to Intake Layout, and Case Type Layout Edit Fields Box

Whenever you add a field into a Case Type layout, and a Intake Layout there is additional information which should be available to see when editing the field. Currently the only information inside of the "Edit Field" box is the Title for the field...
Guest over 3 years ago in General 0

Adding the Option to Change Default Calendar View via Staff Profiles

They would like to have the ability to set the view and settings of the calendar per person to show the specific calendars selected, in the month/week/day/agenda view of choice like they had in N5. It has been found to be tedious to have to resele...
Guest over 3 years ago in General 0

Neos: Have preparer's initials in lower case letters when generating doc from case and intake

When generating a document for a case, the preparer's initials are always lowercase, however when generating a document for an intake it places the initials in upper case. It would be best to keep this uniformed with the initials placed in lower c...
Guest over 3 years ago in General 1

NEOS - Addins - Change the look of how lists export to document - On behalf of Melonakos

By default the lists generated by the neos are styled in a white and gray theme, and it's not very appealing. It would be extremely useful to be able to change this style when coding the template, so we don't have to export document, and copy and ...
Guest over 3 years ago in General 0

NEOS - Add-in - Allow date formatting for lists

I would like to format the dates which I am adding into a list with the NEOS word add-in. Currently, we can only format tags, but not dates that which are being exported to a list. The default format looks like: July 31 2020, and is typically not ...
Guest over 3 years ago in General 0

Click into case from Neos Message

We should be able to add plain text in the design editor to give information and instructions on filing out information in the case. We have the ability to insert legacy text from our Needles 5 but not create new fields with just text.
Guest over 3 years ago in General 0

Neos - Advanced Search- Allow for Subgrouping

In the advanced search - should allow for sub groupings - grouping inside of a grouping, so if I grouped by Case Type, I can then also group by another column such as setttlement amount count.
Guest over 3 years ago in General 0