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It would be helpful if I could chose up to 5-10 cases at a time when importing - especially when some things transfer over but some do not.

Sometimes all the accounting information does not transfer to Quickbooks when using the all cases option. It would be helpful to be able to choose more than one case at a time to export the information.
Guest about 1 month ago in Case Management / Accounting 0 Gathering interest

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey 11 months ago in Case Management / Accounting 0 Future consideration

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Jessie Goggans over 2 years ago in Case Management / Accounting 0 Planned

Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara about 3 years ago in Case Management / Accounting 2 Planned

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest 8 months ago in Case Management / Accounting 1 Already exists

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara about 3 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Julie Hofmann almost 2 years ago in Case Management / Accounting 1 Planned

Improved and easier export integration with Quickbooks

I wish Passare could improve integration with Quickbooks. It's frustrating that you: 1. Must be in single user mode. This is not convenient for us and we have several employees that use quickbooks and it's not convenient to make them get out of qu...
Belinda Honea about 1 year ago in Case Management / Accounting 0 Future consideration

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea about 1 year ago in Case Management / Accounting 0 Future consideration

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore over 3 years ago in Case Management / Accounting 0 Not being considered