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System Report

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Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans about 4 years ago in Case Management / Integrations / System Report 1 Future consideration

case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...
Guest about 3 years ago in Case Management / System Report 0 Already exists

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson over 3 years ago in Case Management / System Report 0 Planned

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson over 4 years ago in Case Management / System Report 3 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest about 5 years ago in Case Management / System Report 0 Not being considered