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Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara about 4 years ago in Case Management / Accounting 2 Planned

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 9 months ago in Case Management / Rolodex 0 Future consideration

Being able to select multiple forms at a time under templates to print

Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...
Chloe Jonas 9 months ago in Case Management / Documents 0 Planned

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 10 months ago in Case Management / User Management 0 Future consideration

Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
Guest 10 months ago in Case Management / Documents 1 Planned

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...
Guest over 1 year ago in Case Management / Documents 1 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans over 3 years ago in Case Management / Roles & Permissions 1 Already exists

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann 11 months ago in Case Management / Documents 0 Future consideration

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey almost 2 years ago in Case Management / Accounting 0 Future consideration

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann 11 months ago in Case Management / Accounting 0 Already exists