Accounting Tab - Need to be able to delete check requests
Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!
Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.
Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.
More fields available when saving a document to docs tab
Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Neos - Checklist Summary Should have a 'Default' Filters button
The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.
The "Send Email" Button in the Notes Tab Should Have More Info Filled In Initially.
In notes tab, when you hit "Send Email" at the top right, the window pops up. All of the information is blank though. The subject line should be filled in to include at least the case name and number. Also, the dropdown email should include all pa...
Add a bulk update option for multiple checklist items copied from other case types
Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases
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