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Custom Fields: Add type to include Family and Friends

Currently when you check the box for submitting a check requests. The only thing you can modify is the payee. In Texas we are allowed to upcharge Cash Advance items. In those cases, the bookkeeper needs to know if the amount is different than what...
Guest about 2 years ago in Case Management / Check Writing 0 Future consideration

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews about 2 years ago in Case Management / Calendar 0 Planned

Editable Case Related Check Amounts

We added the ability to edit a check amount from a case related charge, but the customer stated they would also like to be able to select which items in the price list staff can edit the check amount on. Example: Crematory Charge - Family pays $60...
Erin Merriott about 3 years ago in Case Management / Check Writing 0 Future consideration

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 New

Combine Insurance Assignment & Insurance Assignment with Growth Transaction

Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have ac...
Guest over 3 years ago in Case Management / System 0 Not being considered