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Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form

When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.
Julie Hofmann over 3 years ago in Case Management / Documents 0 Planned

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott over 3 years ago in Case Management / Price List 4 Planned

Additional column/field needed on Inventory Management & Add Inventory page

I have a few customers who have requested an additional column for retail price on the Inventory Management page. They would also like an additional field on the Add Inventory page that shows the retail price. They stated they have several items w...
Erin Merriott over 3 years ago in Case Management / Inventory 1 Planned

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 3 years ago in Case Management / Accounting 0 New

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
Elizabeth Reed over 3 years ago in Case Management / Case Identifier 0 Already exists

Inventory Management

For inventory Allow company to select a default location but allow to change, when adding inventory the qty should be 1 by default not 0 but can be increased if needed, allow to override date field by typing especially when having to back date fur...
Elizabeth Reed over 3 years ago in Case Management / Inventory 0 Future consideration

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott over 3 years ago in Case Management / Case Identifier 0 Planned

Add to mapping list for documents

it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Susan Espinosa over 3 years ago in Case Management / Documents 0 Already exists

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 3 years ago in Case Management / Inventory 1 New

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara almost 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New