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1 Vote

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...

Created 16 Mar 08:34pm by Sierra Chaffin

Case Management / Accounting

0 Future consideration
1 Vote

Batch Deposits

Would be nice if while verifying and adding payments to a deposit, that if a dollar amount needed adjusted or a date changed to match accounts receivable dates that from this page you could just click on that payment and it would take you directly...

Created 1 Feb 07:17pm by Elizabeth Reed

Case Management / Accounting

0 Future consideration
2 Vote

Include Imminent Need Case Payments in Accounting Exports

Users with Imminent Need cases will often accept payments on the planned services before the service has taken place. Currently, these Payments are not being included in any form of Accounting Exports from Passare. Since they are able to be input ...

Created 13 Oct 07:58pm by Kaylan Johnson

Case Management / Accounting

1 Future consideration
10 Vote

Ability to create a cash sale within the same case (new invoice without all previous charges)

It would be nice to be able to create a cash sale within the same case. For example, a family comes in and selects a funeral service, then months later they ask for additional death certs or a marker or a date of death engraving? Something so we...

Created 5 Feb 02:57pm by Product Team

Case Management / Accounting

1 Future consideration