Ideas & Enhancements

Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.

  • Guest
  • Apr 30 2021
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  • Guest commented
    30 Apr 01:56pm

    Currently, inside of Neos, there is no way to be able to generate a report for checks that were exported from the integrator in a date range. Some firms export checks once a day, and verify the information the following day. It's not possible to make this with Advanced Search as there is zero info on when the integrator exported the check to quickbooks.