Value Tab- Have the list pull items in chronological order.
It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Quickbooks Integrator should be able to recognize an inactive Payee or Provider
It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.
When sending documents from case tab, Let us know if the file is too large to send!
When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Neos | Case Header now hides most fields by default unless maximized.
The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Allow custom view/formatting for cases per person's own settings
Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard
I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
When we add a company to the address book, we also have to add the name of the contact person in that company. However, the address book does not have a place to add this person's name. We have to create a separate contact for that person and the ...
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