Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).
Neos: Add more preset options to date filter such as current calendar month
Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...
Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day
Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...
Neos - Allow Transaction Details to be deleted when voiding a QB check
In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
Currently inside of the Needles 5 MS Word add-in, you are able to post the file to the case; however, there is no way for a user to be able to choose a category or any additional information for this document to come over with. It would be best to...
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