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1 Vote

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 ...

Created 15 Dec 12:00am by Guest

Case Management / Accounting

0 Future consideration
2 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

1 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