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Increase Check # Field Character Limit in QuickBooks Integrator

I was getting a "String too long" error on the QuickBooks Integrator for one of my deposits. After a bit of testing, it seems that the Check # field can only go up to 11 characters. Is it possible to increase how long I can make the check number?
Guest 6 months ago in  0

New Tag for Total Sums of Value Items

For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...
Guest 10 months ago in  0

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
Guest about 3 years ago in General 0

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Guest over 1 year ago in  1

Neos: Filter in the Outlook Add-in to limit by Open Cases Only or List by Date Opened newest to oldest or by staff assigned

This is very helpful if you have someone with a very common name that garners a lot of results when you search by name.
Guest about 1 year ago in  0

Invoice Payment and GB integration for Deposit

Invoicing with the payment shown before deposit to QuickBooks. If a client pays the in person without Law Pay, the payments does not move to deposit for QB. You cannot change it. Its locked. Then you must manually enter it into QuickBooks or creat...
Guest 4 months ago in  0

Sub-sub-folders

Neos connects to SharePoint and stores Documents within the SharePoint Library. For example, if I'm generating a medical record request, SharePoint will create a "Medical" folder if the document is specified as "Medical" in the "Document Types" dr...
Guest 4 months ago in  0

Start/Stop time in reports pulling as UTC. Can the 12/31/1899 be removed as well. (Kemper)

The date is not necessary and it has to be removed from the report when exported. It would be helpful to not have the extra work. The date time is pulling from UTC, not entry time and we need the entry time. (Kemper request)
Guest 4 months ago in  0

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...
Guest over 1 year ago in  0

Adjustable font size in Neos

The font size in Neos should be adjustable. At least a couple of sizes to choose from like on a cell phone you can choose the text size.
Guest 9 months ago in  1