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Include Imminent Need Case Payments in Accounting Exports

Users with Imminent Need cases will often accept payments on the planned services before the service has taken place. Currently, these Payments are not being included in any form of Accounting Exports from Passare. Since they are able to be input on the Payments & Adjustments page of the case, including these would give a more accurate export of payments received in the Accounting Export for Payments only.

  • Kaylan Johnson
  • Oct 13 2020
  • Future consideration
  • Attach files
  • Elizabeth Reed commented
    3 Nov, 2020 06:47pm

    In the State of Ohio we're not allowed to accept those payments especially from the imminent deceased person's account it has to be vested as Pre-Need and can't be deposited into our checking. Another person's funds can be refunded if not used but not the deceased's funds.