Value Transaction Default Paid By/To by Value Code
Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Dollar values formatted with 2 decimals and right aligned
On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Currently we use podium to communicate via text for the sole purpose of allowing clients to make payments directly into our bank account without the necessity of fees and charges for a credit card service
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Party Column in User-Defined Tabs with Linked Documents
For instance, we have created a discovery tab where we link discovery responses and documents. While we sort these by party, when we upload them directly through the user-defined tab (instead of in the documents tab), we cannot mark which party it...
I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
0
0
