Ideas & Enhancements
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Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions
Guest 27 days ago in  0

Automatically update next communication according to set parameters of days

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Guest 28 days ago in  0

Bill to matter via at same time as tagging emails using the Outlook extension

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Guest 28 days ago in  0

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest 29 days ago in  0

Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list

No description provided
Guest 29 days ago in  0

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest 29 days ago in  0

Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

No description provided
Guest 29 days ago in  0

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...
Guest 30 days ago in  0

Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
Guest 30 days ago in  2

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...
Guest about 1 month ago in  0