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Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Guest over 3 years ago in Auditing 0

QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks

Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
Guest 7 months ago in  0

Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)

When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.
Guest 7 months ago in  0

Add BCC to Needles Messages

Add BCC to Needles Messages
Guest almost 5 years ago in  0 Unlikely to implement

Remember Placement within Checklist without Having to Scroll Every refresh

Remember Placement within Checklist without Having to Scroll Every single refresh.
Guest 7 months ago in  0

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.
Guest about 1 year ago in  0

Automatic Scheduled Text

This would be helpful
Guest 7 months ago in  0

Neos - Add Totals to Reports

Add totals to Case Listings reports - user should not have to export to see totals
Guest almost 4 years ago in General 4

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.
Guest over 3 years ago in Integrations 0

PLACES TO VISIT IN GERMANY FOR EXPLORING AND DOING MORE

The capital city boasts Places to visit in Germany iconic landmarks like the Brandenburg Gate and the Berlin Wall.
Guest 7 months ago in  0