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Accounting

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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 3 months ago in Case Management / Accounting 0 Future consideration

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 about 1 year ago in Case Management / Accounting 0 Future consideration

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin over 2 years ago in Case Management / Accounting 1 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 over 1 year ago in Case Management / Accounting 0 Future consideration

Generate Quickbooks Online Invoice from Passare Invoice

We use the Goods and Services and Payments and Adjustments screens to generate our SFG and in some cases invoices in Passare, which work very well and is a great feature. We also use Quickbooks Online and its invoicing features, but to record the ...
Guest almost 2 years ago in Case Management / Accounting 0 Future consideration