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Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.
Guest over 1 year ago in  0

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
Guest over 1 year ago in Accounting Integrations 0

Add Notes Section to the Work Tab

adding a note section to the work tab would be great.
Guest over 1 year ago in  0

Special Note/Red Flag - Move the CLEAR button away from the close arrow button

It is too easy for someone to select the wrong button and delete the red flag. There is no Save button, so as soon as you click off of the special note area, your changes are saved, including deleting the entire special note/red flag.
Guest over 1 year ago in  1

Add the list of Permission Groups on Settings > Staff > Staff Profiles > Permissions screen

It would be helpful to have the list of Permission Groups that the staff profile belongs to on Settings > Staff > Staff Profiles > Permissions screen for troubleshooting conflicting Permission. below the profile name so when toggling betw...
Guest over 1 year ago in  1

Add the Company ID into a shortcut

It would be great to be able to add our Company ID in to a shortcut like https://cloud.needles.com/CompanyID?CompanyID=FirmCompanyIDhere
Guest over 1 year ago in  0

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...
Guest over 1 year ago in  0

Provide a way to limit the accounts that appear for users under Debit and Credit accounts when requesting checks

Firms may not want users to have knowledge of or the ability to select certain bank accounts when requesting checks.
Guest over 1 year ago in  0

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest over 1 year ago in  2 Planning to Implement

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...
Guest over 1 year ago in  0