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2 Vote

Add an Attachment to the Memo on Check Writing

It would useful to have the ability to attach a document (E.g., a scanned PDF file) to the memo in Check Writing. For example, when writing a check, a customer would like to have the ability to attach a scanned receipt directly to a check for fu...

Created 18 Aug 08:00pm by Devin Pauly

Case Management / Check Writing

1 Future consideration
1 Vote

Description Field for each Expense Acct on a Multiple Transaction Checks

Customer requested a description field for each expense acct/amount tied to a multiple transaction check. This would allow them to have record of the purchases for each expense account on a single check.

Created 27 May 09:46pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Ability to select more than 1 credit or debit acct in Bank Transactions

Customer requested the ability to select multiple credit or debit accts for Add Funds or Remove Funds on the Accounts page. The example given was when accounting for a transfer or other transactions there is often the amount + an additional charg...

Created 27 May 09:20pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Fields for Invoice Number and Invoice Due Date in Check Writing

Customer would like fields in check writing to enter the invoice number (or multiple invoice numbers if tied to a single check) and invoice due date for the bill they are paying with the check. We discussed using the memo or notes fields, but they...

Created 27 May 09:13pm by Erin Merriott

Case Management / Check Writing

1 Future consideration
1 Vote

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...

Created 16 Mar 06:22pm by Erin Merriott

Case Management / Check Writing

1 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 $600...

Created 5 Mar 10:40pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Ability to Merge Checks Requests

Currently if checks are requested from the G&S page you cannot combine those checks into 1 check for a single vendor. You have to void the checks and create it on the Check Writing page using Create Checks > Case Related and redo the cases/...

Created 12 Feb 02:45pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
3 Vote

Ability to Split Check - Case and Non-Case Related Items

The customer stated they need the ability to write a single check to a vendor for an item that is case related (cremation auth fee) and an item that is non-case related (body bags). The check goes to the same vendor and currently she is having to ...

Created 25 Jan 06:52pm by Erin Merriott

Case Management / Check Writing

1 Future consideration
2 Vote

Price List Items and Check Requests

Currently all items on a contract can have a check requested. Need the ability to indicate in the price list which items should and should not have the check request box available. This will reduce voids and junking up the check writing page.

Created 8 Jan 10:58pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
2 Vote

Accounts Page - Multiple Transaction Indicator

On the Accounts/Bank Balance page it lists "Multiple Transactions" in the Check Transaction column if the check involves multiple cases or multiple check transactions. Would like the ability to hover over that and view the details or be taken to t...

Created 8 Jan 10:54pm by Erin Merriott

Case Management / Check Writing

0 Future consideration