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Accounting Integrations

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Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Guest about 1 month ago in Accounting Integrations 2

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
Guest 3 months ago in Accounting Integrations 0

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...
Guest 5 months ago in Accounting Integrations 0

Neos: Be able to modify as a default setting what goes into the memo line on check

When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...
Guest over 1 year ago in Accounting Integrations 0

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Guest 4 months ago in Accounting Integrations 0

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Guest 8 months ago in Accounting Integrations 1

Revert Quickbooks Option to Allow a Credit to be marked under a Payment

Revert the update to allow the Value tab to put a Credit item under a payment
Guest 5 months ago in Accounting Integrations 0

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.
Guest 5 months ago in Accounting Integrations 0

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...
Guest almost 2 years ago in Accounting Integrations / Integrations 1

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele ...
Guest 5 months ago in Accounting Integrations 1