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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

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

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Guest about 3 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 3 years ago in Integrations 0

Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.
Guest over 4 years ago in Integrations 0

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 3 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 3 years ago in Integrations 0

Check Export should be customizable so that Client name can be on second level of memo on actual check

When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...
Guest over 3 years ago in Accounting Integrations / 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 almost 4 years ago in Integrations 0

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 4 years ago in Accounting Integrations / Integrations 1