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Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin 1 day ago in Passare API 0 New

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas 3 days ago in Case Management / Files 0 Gathering interest

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks 3 days ago in Case Management / Family & Friends 0 Gathering interest

Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte 1 day ago in Passare API 0 New

Edit cash advance description after a case is signed

Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest 1 day ago in Passare API 0 New

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest 2 days ago in Case Management / Appointments 0 Gathering interest

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin about 1 month ago in Case Management / Goods & Services 0 Planned

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest 8 days ago in Case Management / Search 0 Gathering interest

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Guest 17 days ago in Case Management / User Management 0 Gathering interest

Beta app: Ability to see the arrangement meeting information

I would like the ability to see the arrangement meeting information for a case.
Guest 10 days ago in Mobile 0 Gathering interest