Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to imp...
While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
Please make entering entries into Value page more intuitive.
Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...
Ability to type in the date rather than have to click the date on calendar
Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!
When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day
Standardize column order for reports, such as Daily Timesheet by Staff.
Kemper has 12 different tenants and they export and combine the Daily Timesheet by Staff report. The column order is different in each tenant and creates more work when trying to combine the reports after exported.
Kemper runs Billing reports weekly, monthly, yearly. When pulling a yearly report, they couldn’t export because it was too large. Also couldn’t pull 6 months in Orlando. They need to run this report a lot. They need to be able to export these repo...
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