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Invoice Payment and GB integration for Deposit

Invoicing with the payment shown before deposit to QuickBooks. If a client pays the in person without Law Pay, the payments does not move to deposit for QB. You cannot change it. Its locked. Then you must manually enter it into QuickBooks or creat...
Guest 5 months ago in  0

Sub-sub-folders

Neos connects to SharePoint and stores Documents within the SharePoint Library. For example, if I'm generating a medical record request, SharePoint will create a "Medical" folder if the document is specified as "Medical" in the "Document Types" dr...
Guest 5 months ago in  0

Start/Stop time in reports pulling as UTC. Can the 12/31/1899 be removed as well. (Kemper)

The date is not necessary and it has to be removed from the report when exported. It would be helpful to not have the extra work. The date time is pulling from UTC, not entry time and we need the entry time. (Kemper request)
Guest 5 months ago in  0

Correct scrolling in the Value Tab to get to very bottom of Value items

With the recent Neos update, one of the major issues in the Value Tab is it no longer scrolls to the very bottom of the list of Value Items for cases with a huge amount of Value items. It is a huge problem not being able to scroll down to view eac...
Guest 7 months ago in  1

Assign default Value Categories to Providers

the ability to assign a value category to a provider’s contact card so when entering a value item, the value category automatically references the category entered for the provider. This would help insure the value category is completed and most i...
Guest 9 months ago in  0

Can you please consider adding a search option based on Accident/Incident Number?

Can you please consider adding a search option based on Accident/Incident Number?
Guest 7 months ago in  0

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.
Guest about 3 years ago in General 1

When tagging emails, have last tagged file appear at top of suggested list

A partner asked me to suggest that the system remember the last file he tagged an email to, since we can't bulk tag emails yet. That way, if he has 7 emails to tag to the same file, he doesn't have to look it up 7 times.
Guest 7 months ago in  0

Register for New in Neos in 19 and other Neos Academy and other events

It would be nice to have the ability to register for all the Register for New in Neos in 19 and other Neos Academy and other events under the Staff Profile eliminating the need to be bombarded with emails for all these events. Then you would just ...
Guest about 1 year ago in  0

Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts

The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.
Guest over 1 year ago in  0