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Ideas & Enhancements
Categories General
Created by Guest
Created on Mar 17, 2021

The option to copy the memo from a Case Expense item to DTF

Would like the option to copy the Memo from a case expense item to a due to firm item within Neos

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  • Guest
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    May 9, 2022

    It would be a good idea to auto fill the case expense memo to dtf along with the provider name.