Skip to Main Content
Ideas & Enhancements
Created by Guest
Created on Mar 8, 2024

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books.


This should be a feature offered in the integrator. It should be a button we can select.

  • Attach files
  • Guest
    Reply
    |
    Mar 8, 2024

    There is also no way to edit the company on Neos by going into the value entry that I can find. I have to delete the request and ask them to start over being sure to select the company on the new request.