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 or Online), Sage, etc.), the Insurance Assignment with Growth transaction needs to be set up as follows:
Required Account Info:
Will need a "Clearing Account" - typically Other Current Asset account type - verify w/ FH which account they'll use for this.
If they don't have one, will need to add it in Passare and they'll need to add it in their accounting software as well
Verify w/ FH what account they'd like to see the Growth in for Insurance Assignments
Then you will, Add Transaction > Insurance Assignment with Growth
Transaction Name = Insurance Assignment with Growth
Total Payment Amount
Debit Account Group = Undeposited Funds/Bank
Credit Account Group = Clearing Account** (Other Current Asset type)
Amount Applied to Case
Debit Account Group = Clearing Account
Credit Account Group = Accounts Receivable** (Accounts Receivable type)
Amount Applied to Internal Growth
Debit Account Group = Clearing Account
Credit Account Group = **whatever account FH wants to see Growth in**
NOTE: This is what messes up a LOT of exports when they are using this transaction and the Debits/Credits are not set up properly with the correct accounts."
Also need this to be it's own KBA under Support for Adding Insurance Assignment with Growth.
Same exact setup for CLAIMCHECK Assignment with Growth - Transaction Name(s) would be what changes.
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