Ideas & Enhancements
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Option to Retain Payment Information when a check request is deleted

We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...
Guest over 1 year ago in  0

When using the Value Calculator on an existing Value entry, the "number of periods" should always be set to either 1.00 or 0.00 as a matter of course.

When a user goes into an existing Value transaction, "Fee" as an example, when they click on the calculator icon it will display a rounded up percentage of the last period number they'd entered. It would be more useful to have it display at a 1.00...
Guest 7 months ago in  0

Have an option to close all checklist items when a case is closed or intake rejected

As is now, if you close a case or reject an intake the checklist items remain open. Giving us the option to close the remaining checklist items in bulk or giving us a button to allow us to do so would aid in keeping our checklists in order. It cou...
Guest over 1 year ago in  2

Documents tab adding the ability to add the case number and client full name as a column

Documents tab adding the ability to add the case number and client full name as a column
Guest over 1 year ago in  0

Neos Value Notes (header)

When reviewing the value notes (verifications) for each individual provider for a client, we are unable to see which providers we are looking at unless staff adds it to the top of the note. We then have to back out of the Value note and go back to...
Guest over 1 year ago in  1

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
Guest about 3 years ago in General 6 Already exists

Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions
Guest about 1 month ago in  0

Automatically update next communication according to set parameters of days

No description provided
Guest about 1 month ago in  0

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

No description provided
Guest about 1 month ago in  0

VALUE TAB UPDATE: A Software Update Gone Awry

As soon as the update was complete, it became clear that something had gone horribly wrong. PI assistants quickly discovered that the update had introduced a series of baffling and infuriating changes that caused the efficiency that NEOS is known ...
Guest 7 months ago in  0