Ideas & Enhancements
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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.
Guest 4 months ago in  0

Export larger size billing reports.

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...
Guest 4 months ago in  0

Add BillableTimeInDecimal to advanced search

Kemper needs to run advanced search reports and create dashboards to calculate time in decimals for all their staff.
Guest 4 months ago in  0

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  1

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  0

Insurance Side Window - It is important to also include the claim number in the side window

The claim # is referred to frequently and should be included in the side panel
Guest about 1 year ago in  0

Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.

No description provided
Guest almost 3 years ago in  0

Remove Inactive Users from the Messaging Dropdown

Inactive Staff Profiles should removed from the dropdown recipients menu on the Messaging interface to prevent accidental messaging to said users.
Guest about 1 year ago in  0

Ability to "nest" document attachments under the lead document

NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...
Guest about 1 year ago in  0

E-mail from NEOS messages should tell us in the e-mail who was CC'd

When we receive an e-mail w/ the alert that we're getting a message from NEOS from a staff member, the e-mail doesn't tell us who else was CC'd on the message. The e-mail should tell us who else was cc'd or in the to line on the message so that th...
Guest about 1 year ago in  0