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Reports & Dashboards

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Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...
Jessie Goggans about 3 years ago in Case Management / Export/Import 0 Not being considered

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson about 4 years ago in Case Management / System Report 3 Not being considered

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team over 4 years ago in Case Management / User Report 0 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest over 4 years ago in Case Management / System Report 0 Not being considered