Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.
Add last "Last week, Last month, etc." to reporting options.
Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.
When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...
In order to streamline our workflow, it would be beneficial if Neos: Made a pop-up of the phone log details after your phone call so you could assign and add notes, saving without having to go to the communications tab to do so Have the phone/comm...
it would be helpful to have the ability to set the value category for a provider within their contact card. Example, eServe will always be categorized as filing fees when entering expenses in the value tab.
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