Passare Internal Ideas

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.

In order to track Custom Forms in Passare, we need to add a tracking system that is easy to read and easy to update. We will need to add a "Custom Forms" Radio Button that will then update a counter element on the Local Documents screen in Passare...

Kyle Swearingen just sent Ops these details about the new Precoa integration. Can we please put these details in an internal KBA? As most of you know, we announced our integration with Precoa this week and many of you have been receiving calls abo...

Can we include Preview (Data) instance KBA link at the bottom of Instance Review KBA? Ideally, anyone building would review instance (checking over OnBase as well) and see that this customer has decided to import data. The builder should create th...

Hi! Can we clarify the columns needed for the QBO export in this article? Just needing to add the full name of each column we add (very last section with all the checkboxes) since there are many versions of each column. For example, we need to che...

Can we get KBAs over creating a custom obit, email, and text templates? This is all in Admin > Collaboration.

On the COA KBA (https://support.passare.com/build-chart-of-accounts), where you start on the Transactions, add the following before the images: "IF the Funeral Home will be using the Accounting Exports from Passare (i.e., using Quickbooks (Desktop...

It would be beneficial to have an article to share with customers explaining how tax rates work in Passare. It is set up according to GAAP standards and calculates per item, per tax rate (meaning, if they have multiple tax rates set up under one t...

Neither of the WePay articles are exactly right. WePay may have changed a few things since we last updated the articles.