Integrator should total up all selected checks before we sent to QB
It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Cloud - Populate check number in Neos and case number/customer name on check memo
In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.
Guest
over 3 years ago
in Integrations
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