IDEXX Neo Enhancement Requests

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Client Accounts: Improve how financial transactions display in client Financial Activity tab (running balance, proper labels, etc.)

Would like the balance column in Financial Activity to show a running balance, not individual balances

For example: the practice found the client financial transaction screen confusing and cumbersome. Streamlining how Neo presents invoices, payment, and adjustments, including proper labeling — even small tweaks — would make an impact.
  • Guest
  • Oct 24 2018
Client/Patient Records
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  • Guest commented
    16 Feb 14:05

    This is a great suggestion. The financial activity tab is confusing even to me and my coworkers at times, so it get especially confusing when you're trying to explain it to a client.

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  • Guest commented
    December 29, 2022 20:27

    It also clutters up the Financial Activity page when all pre-payments are displayed three times. There should be a way to put all the information onto one pre-payment invoice.

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  • Guest commented
    October 31, 2022 15:41

    Yes it would be very helpful to be able to print the entire financial activity for the client that shows the running balance. With the partial payments it is very confusing to see the payments made and what the running balance is for.

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  • Guest commented
    September 13, 2022 20:02

    Please add this enhancement!

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