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Passare API

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Bank Reconciliation Feature

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 over 1 year ago in Passare API 1 Gathering interest

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro 6 months ago in Passare API 0 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 over 3 years ago in Passare API 2 Gathering interest

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson about 4 years ago in Passare API 0 Future consideration

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest 8 months ago in Passare API 1 Gathering interest

Make Messenger (and Other) Exports More Easily Accessible

It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...
Kaylan Johnson about 3 years ago in Passare API 1 Gathering interest

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...
Gayla Satre over 3 years ago in Passare API 0 Gathering interest

Parent 1 and Parent 2 Mappings

Since the change on the Vitals Page from Mother and Father to Parent 1 and Parent 2, there are not any mapping for Parent 1 and Parent 2, rather, there are only mappings for Father and Mother. What we will need is the ability to tag and map these ...
Guest 9 months ago in Passare API 0 Planned

Scheduling New Tax Rate

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 about 1 year ago in Passare API 0 Gathering interest

Print and Sign Filter

Some of our bigger firms (Legacy for example) are on print and sign for their contracts. There should be a way to filter through funeral homes who are on print and sign, and what contracts they have in their system or are tied to global.
Guest 9 months ago in Passare API 0 Gathering interest