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Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...
Erin Merriott over 3 years ago in Case Management / Check Writing 2 Planned

Ability to delete a payment from the add to batch deposit list.

Currently deleted payments show up as two transactions in the "add to batch" deposits list. Instead of having to add these deleted payments to a batch, Van Orsdel would like the ability to delete payments from the list that they do not want to add...
Julie Hofmann over 3 years ago in Case Management / Batch Deposits 1 Planned

The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas 9 months ago in Case Management / Search 0 Planned

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...
Chloe Jonas 12 months ago in Case Management / Search 0 Future consideration

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Jill Materia about 1 year ago in Case Management / Calendar 0 Planned

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest over 1 year ago in Case Management / Calendar 0 Planned

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.
Erin Merriott over 1 year ago in Case Management / Check Writing 1 Future consideration

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...
Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned

Batch Deposit

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...
Elizabeth Reed over 3 years ago in Case Management / Batch Deposits 2 Future consideration

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 3 years ago in Case Management / Batch Forms 0 New