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Goods & Services

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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 about 1 month ago in Case Management / Goods & Services 0 New

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 over 2 years ago in Case Management / Goods & Services 3 Planned

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 3 months ago in Case Management / Goods & Services 0 Gathering interest

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 over 3 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 almost 3 years ago in Case Management / Goods & Services 0 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 about 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 5 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 6 months ago in Case Management / Goods & Services 0 Future consideration

Multiple Contracts for Same Case

When handling cases, we often run into scenarios where we need to create multiple contracts for the same case. For example, one entity is paying for disinterment, with another entity paying for the service and other burial accommodations. Currentl...
Cailen Franze 7 months ago in Case Management / Goods & Services 0 Future consideration

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...
Guest 9 months ago in Case Management / Goods & Services 1 Future consideration