When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest
20 days ago
in Passare API
0
Gathering interest
Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin
6 months ago
in Passare API
0
Gathering interest
Being able to schedule a new tax rate to go live in the future, rather than implementing a new tax rate at the time of entry. We have the ability to change price list items and not retroactively affect that item previous cases, and, we have the ab...
Guest
3 months ago
in Passare API
0
Gathering interest
While this pertains to the build process, I think it has benefits beyond that. Essentially, I think that each global forms needs to have it's own folder/section to help navigate through, rather than having to type out the form name, title, etc. So...
Guest
2 months ago
in Passare API
0
Gathering interest
Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest
4 months ago
in Passare API
0
Not being considered
Include "Lock" for Any Changes on Goods & Services on Case Status Feature
Admins need to be able to allow users to continue entering/updating Payments & Adjustments but need to prevent changes (adding or deleting items) on the Goods & Services page. Currently, the "Lock Financials" setting on the Case Status set...
Kaylan Johnson
10 months ago
in Passare API
1
Gathering interest
Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry
When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson
almost 3 years ago
in Passare API
2
Gathering interest
Edit cash advance description after a case is signed
Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest
6 months ago
in Passare API
0
Gathering interest