2024-5
May 8, 2024
Fixed

Report: Sales by Item Detail- Fixed issue causing Preneed case numbers to not display on the report

Updated

Report: VA Funeral Directors Monthly Vitals Report- Added spacing to second and third columns for readability

Updated

Report: Sales by Contract Category- Changed financial column headers to be right justified to better align with financial totals

Fixed

Form Data: Fixed entity- Fixed issues causing the "Funeral Director Email Address" to thow an error when no director was assigned

Added

Form Data: Added decedent schema entity- "Name - First Middle Initial Last Suffix"

Added

Form Data: Added decedent schema entity- "Decedent Name - First Last Suffix(f exists)"

Added

Form Data: Added contract schema entity- "Contract - Primary and Secondary Buyers: Full Names (Buyer1 and Buyer2)"that will pull Primary and Secondary buyers into one filed separated by "and"

Improved

Tools > Options > QuickBooks will now be available to all users who have been granted access to the QuickBooks export feature in Osiris. This will help users with limited access be able to reconnect QuickBooks if it is disconnected