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1 Vote

Payers - Option to not add person/place to F&F page

When adding a payment and selecting "Other - Person/Business/Org", the payer is automatically added to the F&Fs page on the primary tab. This causes them to populate on documents listing family members when they shouldn't. We need the option/c...

Created 2 Jul 05:33pm by Erin Merriott

Case Management / Payments & Adjustments

0 Future consideration
1 Vote

Ability to add address and phone number to beneficiary on payments page

When adding a new beneficiary, instead of adding them and having to move back to the family and friends page to put in more details. Can we add the address, email address, and phone number to the "Add Beneficiary" details on the Payments and Adjus...

Created 25 Aug 04:43pm by Elizabeth Reed

Case Management / Payments & Adjustments

1 Planned
1 Vote

Add export date information on Payments & Adjustments page

It's helpful to see the export date of items on the SGS page, and would be helpful as well if it were also shown on the Payments page since they are exported separately.

Created 17 Jul 04:29pm by Guest

Case Management / Accounting / Payments & Adjustments

0 Planned
9 Vote

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...

Created 13 Apr 01:56pm by Tarrence Price

Case Management / Payments & Adjustments

1 Future consideration
2 Vote

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...

Created 27 Sep 08:33pm by Guest

Case Management / Payments & Adjustments

0 Not being considered