Skip to Main Content
đź’ˇ Share your Ideas!


Showing 3 of 585

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara about 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin almost 3 years ago in Case Management / Export/Import 0 Planned

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 almost 3 years ago in Case Management / Export/Import 0 Not being considered