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Passare API

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Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin about 2 months ago in Passare API 0 Gathering interest

Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte about 2 months ago in Passare API 0 Gathering interest

Edit cash advance description after a case is signed

Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest about 2 months ago in Passare API 0 Gathering interest

Include "Lock" for Any Changes on Goods & Services on Case Status Feature

Admins need to be able to allow users to continue entering/updating Payments & Adjustments but need to prevent changes (adding or deleting items) on the Goods & Services page. Currently, the "Lock Financials" setting on the Case Status set...
Kaylan Johnson 6 months ago in Passare API 1 Gathering interest

Returning Back to Page You Were On

When adding and editing price list items, upon going back to the main page, it takes you back to the very beginning, rather than being taken back to the last page you were on. For example, if you are on page 5 of a price list, when you return from...
Guest 4 months ago in Passare API 0 Gathering interest

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson over 2 years ago in Passare API 2 Gathering interest

Calendar Events - Include "Added by" Username & Date/Time Info

Admins want to see who/when events are created so that if there is a conflict, they can go to the user and adjust the events as needed. There is currently no record of who/when events are created that is accessible outside of Development looking i...
Kaylan Johnson 6 months ago in Passare API 0 Gathering interest

Allow for Price List Effective Dates to be Split by Branch

Users with multiple branches are able to assign a specific branch to all items/packages in their Price List but currently the Effective Date settings only allow for one date for each Price List (GPL, CPL, etc.). When there are mutiple branches, it...
Kaylan Johnson 7 months ago in Passare API 0 Gathering interest

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson about 3 years ago in Passare API 0 New

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...
Gayla Satre over 2 years ago in Passare API 0 Gathering interest