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Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin 7 months ago in Case Management / Goods & Services 0 Planned

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin about 3 years ago in Case Management / Goods & Services 3 Planned

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest about 1 month ago in Case Management / Goods & Services 0 Planned

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS almost 4 years ago in Case Management / Case / Goods & Services 0 Future consideration

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say...
Erin Merriott over 3 years ago in Case Management / Goods & Services 0 Planned

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest about 3 years ago in Case Management / Goods & Services 1 Planned

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest over 1 year ago in Case Management / Goods & Services 1 Planned

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest 11 months ago in Case Management / Goods & Services 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest 9 months ago in Case Management / Goods & Services 0 Future consideration

Show Balance including pending payments

Currently on the Payments and Adjustments page, if there are pending payments from preneeds or insurance, those are not reflected in the balance due, and rightly so. However, could you possibly add another line that shows the balance, including pe...
Guest 12 months ago in Case Management / Goods & Services 0 Future consideration