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Accounting

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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 over 2 years ago in Case Management / Accounting / Export/Import / System Report 0 New

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 19 days ago in Case Management / Accounting 0 New

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 2 years ago in Case Management / Accounting 0 New

Sales Tax

The overwhelming majority of US companies tax on the total or taxable merchandise (Passare taxes on each item and rounds twice rather than rounding on the total). Most Passare businesses do not realize sales tax is not calculating correctly for th...
Elizabeth Reed about 2 months ago in Case Management / Accounting 0 New