Check Writing

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Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 3 months ago in Case Management / Check Writing 0 Future consideration

2 VOTE

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...

Guest 8 months ago in Case Management / Check Writing 0 Future consideration

2 VOTE

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

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...

Guest over 1 year ago in 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...

Erin Merriott over 2 years ago in Case Management / Check Writing 0 Future consideration

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