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Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest about 3 years ago in Document Generation / Integrations 0

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Guest about 3 years ago in Accounting Integrations / Integrations 0

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Guest about 3 years ago in Accounting Integrations / Integrations 0

NEOS - Delete Old Sharepoint Items

Would be nice to be able to set a date in while old files from the sharepoint would get deleted.
Guest about 3 years ago in Integrations 0

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.
Guest about 3 years ago in Integrations 0

Add integration to Needles 4 with PhoneBurner

Users would like the ability to integrate their use of PhoneBurner and by extension Zapier and PiePick with Needles.
Guest about 3 years ago in Integrations 0

Neos - Add ability to post to companion cases from Neos Outlook Add-in

In N4/N5 when posting an email from the Outlook add-in, the user could choose 'Post to companion cases' and then choose the companion cases to choose from. The current Neos add-in does not have that functionality. Currently, emails have to be post...
Guest about 3 years ago in Integrations 0

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest about 3 years ago in Integrations 0

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest about 3 years ago in Accounting Integrations / Integrations 1

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Guest about 3 years ago in Integrations 0