Ideas & Enhancements
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Needles 5.0

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Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Guest almost 2 years ago in Checklist 0

Forms from PDF Editor

I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
Guest almost 2 years ago in  0

Separate the saving of Debit and Credit account associations for value codes

Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Guest almost 2 years ago in  0

Add a Horizontal Scrolling Bar to Calendar

Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
Guest almost 2 years ago in  0

More options for the Standard Settlement Memo

It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.
Guest almost 2 years ago in  0

Neos | "Received From" field in QuickBooks displays Party and Case Number

When creating a deposit request in the Neos Value tab the Payor is displayed appropriately as the Provider's name and will also display accordingly in the integrator. However, when exporting to QuickBooks the Payor is displayed as the customer. It...
Guest almost 2 years ago in Accounting Integrations 0

Add "comment" from Intakes as a Tag for Word Docs

Add "comment" from Intakes as a Tag for Word Docs
Guest almost 2 years ago in  0

Note Topic List on Time Entry

Would like the ability to select the note topic when "Add to Notes" is checked on a time entry. Right now all time entries added to Notes tab this way show up with topic "Time Entry" which isn't helpful for drill down/filter/sort.
Guest almost 2 years ago in  0

Neos - Template Generation - Add Ability to differentiate between providers that share the same name.

When we try to generate a document and select a provider, multiple of our entries share the same full name. We are unable to change them as our clients require us to us the exact name, IE Las Palmas Medical Center instead of Las Palmas Medical Cen...
Guest about 2 years ago in  0

Edit Document Name when Saving From a Tagged Email

If I receive a random email from someone with a document, I can save the document, but it gets saved with whatever name the sender names it, which never matches our protocol for document naming. In addition to selecting the categories, we should b...
Guest about 2 years ago in  0