System

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.