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5 Vote

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 ...

Created 17 May 09:58pm by Jessie Goggans

Case Management / Accounting

0 Planned
2 Vote

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...

Created 12 Oct 01:53pm by Julie Hofmann

Case Management / Accounting

1 Planned
4 Vote

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...

Created 6 Jul 08:06pm by Daniell Jara

Case Management / Accounting

2 Planned
1 Vote

Add export date information on Payments & Adjustments page

It's helpful to see the export date of items on the SGS page, and would be helpful as well if it were also shown on the Payments page since they are exported separately.

Created 17 Jul 04:29pm by Guest

Case Management / Accounting / Payments & Adjustments

0 Planned