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1 Vote

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...

Created 6 Apr 06:32pm by Guest

Case Management / Check Writing

0 Future consideration
1 Vote

Signing to Request a Check and Incomplete Inventory

Customer: It has become a growing issue for our busy funeral home and quite a pain to be required to sign a case before a check can be wrote and tied to the case. Increasingly more, there is inventory listed on the contract, but a serial number is...

Created 15 Sep 06:05pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

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...

Created 5 Mar 10:40pm by Erin Merriott

Case Management / Check Writing

0 Future consideration