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Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions
Guest 7 days ago in  0

Automatically update next communication according to set parameters of days

No description provided
Guest 7 days ago in  0

Bill to matter via at same time as tagging emails using the Outlook extension

No description provided
Guest 7 days ago in  0

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest 9 days ago in  0

Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list

No description provided
Guest 9 days ago in  0

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest 9 days ago in  0

Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

No description provided
Guest 9 days ago in  0

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...
Guest 9 days ago in  0

Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
Guest 9 days ago in  2

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...
Guest 10 days ago in  0