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Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest over 4 years ago in Accounting Integrations / Integrations 2

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest about 3 years ago in Document Generation / Integrations 0

Ability to Generate a Custom Bill for Attorney Time and Expenses

We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.
Guest over 1 year ago in  0

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Guest about 3 years ago in General 0

write for us travel

Embark on a literary expedition with Write for Us Travel, as your narratives create a tapestry of cultures, landscapes, and human connections.
Guest 8 months ago in  0

Add a Notification if a Calendar Event is Edited

Please add a feature where a notification appears if a calendar even is modified by another staff member.
Guest almost 2 years ago in  0

Ability to Change Date Format When Coding

Want to change the date from being spelled out to XX/XX/XX format and cannot currently.
Guest over 1 year ago in  1

Adding customization under contacts

As it stands, there is no way to add a note under contact emails or phone numbers in the event that there are multiple contact persons on a specific case. our only options are "personal, business, mobile" and no room to add a note as to what each ...
Guest almost 2 years ago in  1

Neos: ability for Neos add-in to look for in-line photos

When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...
Guest about 3 years ago in  0

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1