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Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin over 2 years ago in Case Management / Accounting 1 Future consideration

Configure Columns on Accounts Page

It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Tarrence Price over 2 years ago in Case Management / Accounting 0 Not being considered

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed about 3 years ago in Case Management / Accounting 0 New

Generate Quickbooks Online Invoice from Passare Invoice

We use the Goods and Services and Payments and Adjustments screens to generate our SFG and in some cases invoices in Passare, which work very well and is a great feature. We also use Quickbooks Online and its invoicing features, but to record the ...
Guest almost 2 years ago in Case Management / Accounting 0 Future consideration

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest over 3 years ago in Case Management / Accounting 0 Already exists

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team over 3 years ago in Case Management / Accounting 0 Not being considered