We're always working to improve your Neo experience by fixing bugs and making improvements based on your feedback. Refer to this page to see when and what we've been working on to make Neo even better.
To view older fixes and small enhancements, see Recent improvements and fixes 2017 - 2024.
We have made updates to the following items:
02/04/2025
- Resolved an issue so you can view the client Outstanding Invoices page and record payments on consultations created by Otto.
- Resolved an issue so the Prepayment product line will display as expected when you view the consultation and invoice.
01/30/2025
- To provide you a consistent user experience throughout Neo, pages are updated to our modern user interface.
- Administration
- Boarding
- Reminders
- Outstanding Invoices
- Payment, Refund, and Prepayment windows
- Products
- Products list
- Product details > Special Actions, Batches, and Linked Products windows
- Administration
- When you view a client’s Outstanding Invoices page, the Pay and Refund buttons color is Neo teal.
- When you view a client’s Outstanding Invoices page, the Pay and Refund buttons color is Neo teal.
- The Combined Reminder Email configuration is moved to a new tab on the Reminders page.
- You must have the System Admin permission to view the Combined Reminders Email tab.
- When you enable or disable the Combined Reminders Email, you must click Save.
Note: To save the configuration at least one reminder, and at least one upcoming or past due reminder, must be selected. - When you modify the Upcoming Reminders configuration or the day/time, you will receive a confirmation alert.
Before today's update
After today's update