Ideas & Enhancements
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Roll due dates or reminders away from weekends or holidays

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

Bulk update value code in Time tab

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

add the Ideas & Enhancements as part of the Service Portal / Support Portal

I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Guest over 1 year ago in  2

Group Permissions

It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...
Guest over 1 year ago in  0

Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...
Guest over 1 year ago in  0

Allow document coding to be read if it is inside a text box.

Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Guest over 1 year ago in  2

Using Text Boxes in Word for Templates

When using the Word add-in, putting in all of the prompt/merges I need Neos to read from to merge properly messes with the look/format of my Word Doc. If I could use a text box to insert the prompts, my document formatting would remain clean.
Guest over 1 year ago in  0

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Guest over 1 year ago in Accounting Integrations 0

Transaction autofill should not touch fields that we have already filled in ourselves.

When adding a Transaction to a Value item, the fields are autofilled. This by itself is fine, however the issue arises when we manually fill out a field and then filling in another field prompts Neos to retroactively overwrite the previously fille...
Guest over 1 year ago in  0

Have documents that are attached to a Docusign form return to Neos with the Signed Document

Add the ability for an attachment that is attached to a Docusign Document to return to Neos with the signed Document
Guest over 1 year ago in  1