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Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann 9 months ago in Case Management / Accounting 0 Already exists

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...
Guest over 1 year ago in Case Management / Documents 1 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans about 3 years ago in Case Management / Roles & Permissions 1 Already exists

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest over 1 year ago in Case Management / Accounting 1 Already exists

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest about 3 years ago in Case Management / Admin 1 Already exists

Move cases from one location to another

Currently if a preneed case is listed under a branch we are unable to move it to another branch where the family will actually be served. This means that all of the pertinent information has to be double entered (which is a huge waste of time sinc...
Guest over 3 years ago in Case Management / Admin 0 Already exists

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica
Guest over 3 years ago in Case Management / Case Identifier 1 Already exists

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 almost 4 years ago in Case Management / Case Identifier 0 Already exists

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 almost 4 years ago in Case Management / Documents 0 Already exists

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest over 4 years ago in Case Management / Accounting 0 Already exists