Quickbooks Integrator should be able to recognize an inactive Payee or Provider
It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.
Allow custom view/formatting for cases per person's own settings
Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard
I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
Neos should allow us to add more than one signature with DocuSign Integration
Currently, we need to go directly through Docusign to add more than one signature in a document. It would be wonderful if we could automatically do this directly from Neos. This would save the firm so much time, and just be simpler. We sometimes n...
When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
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