Add option to allow minimizing the QB Integrator to the taskbar
The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
Separate the saving of Debit and Credit account associations for value codes
Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Make single- and double-clicking consistent within Neos
Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.
Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.
Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Duplication Check when Adding Cases via + New Party
My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...
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