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Status Future consideration
Workspace Case Management
Created by Tarrence Price
Created on Apr 13, 2020

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt is selected from an At Need, it will show the correct information. It is currently set to pull the decedent name but it needs to be case reference for cash sale. The two mappings won't solve the problem so there needs to be a way that customers can use more than one receipt

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  • Guest
    May 1, 2020

    Would also like the option for insurance receipt to show in gear icon on insurance assignments

2 MERGED

Supporting Multiple Payment Receipts

Merged
Customers often need specific types of receipts (i.e. Cash Sales receipt, WePay receipt) which are set up as separate forms due to mappings available. For these to pull a single payment, they would need to be a Payment Receipt type, but we cannot ...
Guest over 2 years ago in Case Management / Documents 0 Future consideration