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NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 2 years ago in Accounting Integrations / Integrations 0

Neos- Integration with LawToolBox

Would like to have an integration with LawToolBox to increase the effectiveness of case dates
Guest over 2 years ago in Integrations 0

Cloud: Calendar subject line

Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
Guest over 2 years ago in Integrations 0

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000
Guest almost 2 years ago in Accounting Integrations / Integrations 0

Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
Guest almost 2 years ago in Integrations 1

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest about 3 years ago in Accounting Integrations / Integrations 1

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 2 years ago in Accounting Integrations / 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 2 years ago in Integrations 0

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 2 years ago in Integrations 0

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 2 years ago in Integrations 0