Release 2024-6 and on

Enhancement added for cemeteries using the Pontem integration: The grave only has to be sent over 1 time and can be applied to multiple contracts and estimates

Cemetery Preneed Contract Printout: Fixed issue preventing users from adding payment terms, and added ability for the payment disclosure to be displayed even when the contract is paid in full

Invoice Printout: Fixed issue causing the invoice number not to line up with the caption

MorTrack Integration- Fixed bug causing "not authorized" error

Grave Address added to Billing Statements for Cemeteries

Misc. Fixes to Custom Contracts

Misc. Fixes to custom reports

Fixed issue causing Preneed Case numbers to now display on the "Sales Stage History" report

Cemeteries: When converting estimates to contracts the grave will transfer with the line items

Speed improvements for contract creation

When creating a contract using "Quick Add" the listing is now workspace specific (ex: At Need, Preneed, and cemetery)

CO Vitals: Added "Natural Reduction" as a disposition type

Data Entity: Added data entity for Coroner Case Number

Cemetery: Grave Occupant relationship to owner filed has been reorganized so in-laws do not show first

Added new feature to allow specification of contract printing settings per location

Fixed issue on Preneed contract conversion that would leave items not offered at the new case location out of the contract. They will now appear in the exceptions screen at the end of the contract under "Items no longer offered at this location"

Fixed an issue with the preneed contract conversion wizard that was preventing the payment options from displaying during the conversion process

Reports: Fixed issue causing sales tax for adjustments to not show accurately

Data Entity: Added new form data entity for contract first payment amount (Fix for the OK Standard Preneed Printout)

Fixed issue causing the contract date to show the previous date upon creation. (This only affected certain time zones)

Cemetery Grave Management Enhancements! Osiris will now require a grave status change when adding/removing graves form a contract. It will also prevent graves assigned in a different case from being applied to a contract to prevent double selling a space

Cemetery- Added a new delivered invoice printout to show preneed items that have been used

Data Entity- Added form data entity for primary staff member insurance license number

Family Collaboration Portal- Canadian postal codes are now saved as uppercase during entry

Fixed an issue causing the unrecieved pending payments total to be incorrectly figured on the contract management screen

Reports- Fixed issue cauing sales tax amount to be incorrect on the Sales Tax report

Expanded acceptable email formats for eSignature to encompass modern email addresses

Colorado- Added Natural Reduction as a disposition type and corresponding data entities

Fixed server error when trying to delete some items in the GPL

Fixed "Case info not supplied" error that was being throw when a case was cloned

MorTrack Integration: Fixed issue causing update errors when Osiris was connected with a Consolidated website

AZ Vitals- Informant/Decedent Relationship options have been updated to mimic the Arizona Death Registration system options

Vitals Screen- When adding a doctor to the person completing case of death field it now includes the Suffix or Title of the person

Reports- Sales by Contract Category: Fixed issue causing averages to calculate incorrectly

Reports- CA Crematory Report: Fixed issue cauing dates to be in the incorrect order

Receipts- The case number now shows if contract numbering is turned off

Contract Management Fix- When a case has more than 10 contracts a grid shows with an open and delete button. The delete button has been fixed to now delete the contract instead of open it as it had been doing

AZ- Vitals Change- Remove Marital status "Single, Never Married"

VA- Added 3 additional Branches of service: Space Force, USPHS, and NOAA

DevExpress: We have upgraded the underlying infrastructure in Osiris to incorporate the latest version of DevExpress, 24.1. This upgrade is part of our ongoing commitment to provide you with the best possible tools and features. The new version brings several enhancements that will improve your overall experience, including: Improved Performance: Faster processing times and a smoother user experience. Enhanced UI/UX: A more intuitive interface that’s easier to navigate. New Features: Access to the latest functionalities that streamline your workflow. Increased Stability: Fewer bugs and improved reliability.

Calendar- Added the ability to show the case outstadning balance on an event fly out. To enable this go to Tools > Options > Program Options > Calendar > Show outstanding balance due

Calendar- Added the ability to show assigned staff members of a case to the event fly out. To enable this "show additional staff" must be enabled and then "show other decedent staff members must be enable in Tools > Options > Program Options > Calendar

Funeral Home Data- Added ability to attach more additional staff to case. To enable this feature go to Tools > Options > Program Options > General > Additional Options > Allow Other Staff Members to be listed on case

QuickBooks- Added functionality to allow for export of contracts with per-jurisdictional taxes.

Case Contacts are now suggested for the informant listing in the vitals screen

Case Nodes: Added "Shipping" to the list of nodes that can be hidden

Contracts: Indented sales taxes that are broken out by jurisdiction

Report: Fixed issue with filtering on the checklist summary report

Fixed issue preventing Kyocera printers from printing in Osiris

Decedent Tracking: Added Date of Birth, Date of Death, and Location name to the tracking label

Updated Sales by Contract Category report to support Cemetery Sales reporting

Fixed tabbing order on grave search screen

Added new form data entity: Name - Last (with Suffix), First Middle

Updated Balance Report, added last payment date and number of days in A/R columns

Added Phase 1 of SignalR Service (Underlying Technology). This will enable Osiris to support modern features that are coming soon.

Added “suspend updates” option for Frazer (Tribute Tech) Webiste integration

Reports: Resolved an error that prevented the Preneed Balance Report from generating

Case Number Standardization: Standardized case number labels for At-Need, Preneed, and Cemetery cases to ensure consistency across all screens in Osiris

Form Data Entity: Added a new field: Event: Primary Viewing Place Name

Form Data Entity: Added a new field: Event: Primary Viewing Full Address (One Liner)

Form Data Entity: Fixed an issue with Person Completing Cause of Death: Fax Number, ensuring functionality when no doctor’s name is specified

Form Data Entity: Added "Case Contact - Primary: Address City"

Form Data Entity: Added "Case Contact - Primary: Address Postal Code"

Form Data Entity: Added "Case Contact - Primary: Address State (Abr.)"

Form Data Entity: Added "Case Contact - Primary: Address Street Line"

Form Data Entity: Added "Case Contact - Primary: Email Address"

Form Data Entity: Added "Case Contact - Primary: Full Address Single Line"

Form Data Entity: Added "Case Contact - Primary: Full Name"

Form Data Entity: Added "Case Contact - Primary: Full Name (Spouse First Name)"

Form Data Entity: Added "Case Contact - Primary: Note"

Form Data Entity: Added "Case Contact - Primary: Phone"

Form Data Entity: Added "Case Contact - Primary: Relationship"

eSignature- eSignature is now available in Canada! Please contact support for help to activate this feature today

QuickBooks Integration- Underlying infrastructure added for exporting deposits

Reports- Minor cosmetic adjustments to the WA state sales tax report

Family Collaboration Portal- Added additional input validation on “My Information” screen to reduce errors.

Family Collaboration Portal- Fixed error screen to direct users to call the funeral home instead of Osiris

Family Collaboration Portal- Fixed issue for WA customers that was causing length at time of residence to display incorrectly in Osiris

Contract Summary Screen- Fixed error that was thrown when clicking on “what’s this” for contract finalization

Cemetery- Fixed issue preventing “add new case” from warning of potential duplicates

Data Entity- Fixed “Contract - Total Amount Due - Zero As 0, $ Shown if total is greater than zero”

Data Entity- Fixed “Contract - Total Amount Due - Zero As Blank, $ Shown if total is greater than zero”

Data Entity- Fixed “Contract - Total Amount Due - Zero as 0, No $ Sign”

Data Entity- Fixed “Contract - Total Amount Due - Displays blank if no total, No $ Sign”

Data Entity- Fixed “Contract - Amount Due as decimal”

C&J Fast Funding Integration- Resolved an issue preventing the connection of C&J accounts to Osiris

Tip System- Enhanced the Tip System in Osiris by adding WebView2 capabilities, making it easier to create user tips

Family Collaboration Portal- Fixed the error page to display the establishment's contact information instead of Osiris' contract information

Websites: Batesville Integration- Fixed issue that was allowing locations that weren't set up to publish cases to another locations site in the same company

Family Collaboration Portal- Exposed the preferred method of contact for individuals completing arrangements

Family Collaboration Portal- Added preferred method of contact details to invitation data in Osiris

Family Collaboration Portal- For preneed arrangements made for oneself, the individual is now automatically added to case contacts

VA Service & Merit- Fixed an issue where multiple service entries could be saved simultaneously without becoming hidden

Forms- Improved error message displayed when a form requiring a contract to be open is executed

Reports: Balance Report- Added Average Days in A/R to the summary by location page

Reports: Cemetery Space Sales: Fixed report to show the contract buyer name in the Name column

Quickbooks Integration- Fixed issue that was preveint the export screen from loading

CO Vitals- Added "Unknown" as an option in the Sex dropdown

CO Vitals- Added "Unknown" as an option in the Place of Death field

CO Vitals- Updated the Marital Information section to read: “Decedent’s Marital Status at Time of Death,” aligning with COVES

CO Vitals- Updated the Spouse Contact Information section to read: “Spouse/Partner Contact Information” to match COVES

CO Vitals- Added a dropdown field for "Are parents same sex?" to match COVES

CO Vitals- Removed Parents’ City and State of Birth as these are not required by COVES

CO Vitals- Updated the Education options to match COVES

CO Vitals- Restricted relationship types for decedent/informant to align with COVES

Funeral Contracts- Resolved an issue where the second staff eSignature field was incorrectly displayed even when only one staff signature was required

Family Collaboration Portal- Updated the invitation in Osiris to display the preferred contact method and contact information for enhanced visibility

CO Vitals- Introduced a dropdown menu for the "Parent Relationship Type" field to align with COVES

Reports- Balance Report: Added the ability to run reports on both Preneed and At-Need cases in one report

Reports- Sales by Contract Detail: Added the ability to include both Preneed and At-Need cases in a single report

Saved Documents- Fixed an error that occasionally caused cases to display an “eSignature Service Error” when accessing saved documents

Vitals- CA, CO, MI, PA: Fixed an issue that caused the disposition section to be hidden when a case was in Family Collaboration Mode

Contract Adjustments- Added validation to prevent saving an adjustment with an invalid date

Cemetery Contracts- Fixed an issue causing an error when deleting a cemetery estimate that had been converted to an agreement/contract and subsequently deleted

Cemetery Sales Agreement- Fixed an issue causing the final disclosure text to appear on the first page or get cut off

Vitals- Added an alternate email address field for the case informant

Case Contacts- Added an alternate email address field for case contacts

Data Entities- Introduced corresponding data entities for alternate email addresses for both case informants and case contacts

Data Entities- Indexed data entities have been added for all fields in a case contact

Deposits- Resolved an issue that caused incorrect amounts to be sent to QuickBooks when exporting deposits

Deposits- Updated the workflow to streamline the process. You no longer need to manually check the box for the deposit amount. Simply type in the deposit amount, and the system will automatically check the box, allowing you to enter a reason and a note

Permissions– Introduced a license-level permission to hide the At-Need workspace

Permissions– Introduced a license-level permission to hide the Preneed workspace

Vitals (MI)– Added a Medical Examiner’s Case Number field

Vitals– Resolved all ongoing issues related to the Hispanic section and its corresponding data entities for forms

Reports– Fixed an issue that prevented reports from being exported in .docx format

Crematory Data– Fixed a bug where the funeral home’s phone number and email in charge of cremation did not update correctly when modifying the contact

Case Search– The search page now hides the "Search by Grave" option when no cemeteries exist within a company

General- Fixed a bug that caused Osiris to default to the Cemetery workspace upon opening

General- Updated the Case Deletion dialog box to display the name of the selected case

eSignature- Fixed a bug that occasionally caused an error when accessing case documents

Vitals- Arizona (AZ): Fixed a bug that prevented the "Other Ethnicity" text box from saving entered data

Calendar- Fixed a bug that allowed users to access an unauthorized workspace through a case event on the calendar

Crematory Data (Receiving)- Added the ability to modify the cremation container list and set a default container for new cases. This setting can be adjusted in Tools > Options > Cremation > Containers

Crematory Data (Receiving)- Added the ability to modify the urn type list and set a default urn for new cases. This setting can be adjusted in Tools > Options > Cremation > Urns

Crematory Data (Receiving)- Added the ability to set a default value for individuals witnessing a cremation. This setting can be adjusted in Tools > Options > Cremation > General

Integrations- Eulogize Memorials (Beta): Added integration for Tribute Videos, printed materials, and more!

Integrations- Chronicle: Added foundational infrastructure to support integration with Chronicle for the Cemetery workspace. Chronicle provides digital mapping, grave inventory management, and additional cemetery management tools

Crematory Data: Cremation Labels- Added default print settings for Disclosure, Establishment Info, Date of Death display, and Label Type. These settings can be configured in Tools > Options > Cremation > General

QuickBooks Integration - Added support to export payments made on contracts that are not eligible for QuickBooks export

Funeral Decisions Integration- Fixed an issue where updates made to case contacts were not being included in the data exported to the CRM

Pet Locations- Fixed an issue that prevented the Pet Vitals screen from displaying for Canadian office locations

Company Settings- Added the ability to show or hide the Case node for each location (office) within an Osiris account

QuickBooks Integration- Implemented minor bug fixes related to the QuickBooks Desktop to QuickBooks Online conversion process within Osiris

Case Numbering – Added a new optional feature requiring an administrator override password to modify the case numbering sequence or change the case number on an existing case. Note: A Sales/Admin password must be set before enabling this feature.

Family Collaboration Portal – Enhancements made to increase customization options for the questions presented to families.

Family Collaboration Portal – Canada – Changed SSN (Social Security Number) to SIN (Social Insurance Number).

Report – A/R Aging Detail Report – Updated column headers: changed "Deceased Name" to "Case Name" and "Funeral Director" to "Staff." Also added the ability to run the report for specific staff members.

Report – A/R Aging Summary Report – Updated column headers: changed "Deceased Name" to "Case Name" and "Funeral Director" to "Staff." Also added the ability to run the report for specific staff members.

Report – Estimates List Report (New!) – This new report shows a list of converted and/or unconverted estimates for your Osiris account, providing greater visibility into your leads.

Report – Contract List Report – Added the ability to filter by finalized and unfinalized contracts.

Data Entity – Added Military Honors form data entity: “VA: Request Honors - Yes” (checkbox).

Data Entity – Added Military Honors form data entity: “VA: Request Honors - No” (checkbox).

Data Entity – Added Military Honors form data entity: “VA: Request Honors – Yes/No” (phrase).

Data Entities – Fixed issues with form data entities related to Hispanic origin to ensure proper population on forms.

Cemetery – Added additional backend infrastructure to support the upcoming cemetery mapping integration with Chronicle.

Reports- Fixed Issue where estimates and archived contracts were incorrectly included in Sales reports

Reports- Added item quantity field to the Sales by Item Detail report

Family Collaboration- Fixed error encountered by families when adding contacts

Family Collaboration- Fixed error triggered when using the trade cremation arrangement feature

Form Data Entity- Added new field for Military Honors (Yes/No)

Form Data Entity- Fixed issue in the Decedent HispanicNo X entity that caused incorrect form population

Saved Documents- Upgraded document storage security from TLS 1 to TLS 1.2

Cemetery Grave Management- Added infrastructure enhancements to support future cemetery mapping capabilities

Cemetery- Added option to select the buyer displayed in the Bill To section of the Delivered Invoice

Cemetery- Fixed error occurring when a date range was not provided while printing the Delivered Invoice

Surcharging- Osiris can now calculate your payment processing fees and pass them along to your families

Reports- Aftercare Contact Excel Export: Fixed issue where veteran status was not showing correctly

Case Header – Added an additional staff member display in the case header for both preneed and at-need workspaces

QuickBooks Integration – Fixed an error that prevented some customers from exporting to QuickBooks Desktop

QuickBooks Integration – Fixed an issue where deleted offices were still appearing in the QuickBooks export window

QuickBooks Integration – Fixed an issue where deleted offices were still showing in the connection configuration window

Receipts – “For the expenses of” can now be edited on an ad hoc basis

CA Vitals – Added additional relationship options to the deceased section per EDRS

WA Vitals – Added the gender marker “X” in accordance with their EDRS

Reports – Balance Report – Added staff initials to the printed summary card version of the report

Form Data Entities – Fixed Grave Occupant data entities for place of birth, place of death, date of birth and time, and date of death and time to ensure correct formatting and population on forms

Form Data Entity – Added “US Res. In City Limits Yes/No”

Contracts: General Contract Ledger – Added support for receipt numbering on the General Contract Ledger printout.

Company Contacts- Improved loading performance for the contact directory, enhancing overall efficiency

Vitals- Added support for recording the Place of Death Phone Number for both US and foreign entries

AL Vitals- Introduced a new education type: Trade School

Form Data Entities- Added the Place of Death Phone Number field for Ukrainian and foreign records

We’ve made a number of behind-the-scenes improvements to Osiris’ core infrastructure to support better performance, stability, and long-term scalability. These updates include general maintenance, code optimizations, and foundational upgrades to ensure a smoother and more reliable experience across the platform.

NEW WEBSITE INTEGRATION: Obituary Assistant- Osiris Software now integrates directly with Obituary Assistant to automatically publish relevant obituaries, primary photo, service details, and more to your public-facing website. Learn more at www.obituary-assistant.com.

Funeral Decisions (FDCRM) Integration– Corrected the Date of Death format being sent to FDCRM

C&J Financial Integration– Fixed an issue preventing users from sending assignments to C&J through Osiris

QuickBooks Export: Deposits– Improved the export speed for deposits to QuickBooks, reducing load time when opening the export screen

Cases: Deleting Cases– You must now delete or void all payments and pending payments before deleting a case. This ensures data integrity and prevents accidental loss of financial records

Reports: Sales by Contract Category– Fixed an issue where the Cemetery Services column was not totaling correctly

Reports: Sales by Contract Detail– Added the ability to sort by Case ID or Contract Number exclusively

Reports: AR Summary & Detail Reports– Fixed an issue where some options at the bottom of the parameter screen were hidden

Reports: Bass-Mollett Memorial Angel Ornament Labels– Removed this report due to the closure of Bass-Mollett

Reports: Holiday Memorial Angel Ornament Labels– Added a replacement report using the standard Avery 5160 label format, including the deceased’s name, date of birth, and date of death

Form Data Entities: Surviving Daughters Block– Fixed a bug that caused an error when generating a form

Form Data Entities: Surviving Grandchildren Block– Fixed a bug that caused an error when generating a form. Also removed great-grandchildren from this block

Grave Assignment: Adding a grave to a cemetery contract is now easier than ever. When adding an existing grave, you can now select it directly from the list to add to an additional line item—no need to search manually

QuickBooks Integration: Contract Fees – Added the ability to export contract fees (credit card processing fees) to QuickBooks. A new tab has been added to map these fees to the applicable QuickBooks item

QuickBooks Integration: Deposit Export – Introduced numerous enhancements to the deposit export, including the ability to edit a deposit directly from the export window

QuickBooks Integration: Payments/Deposit Export – When selecting payments or deposits to export, Osiris will now automatically include associated contracts if they have not already been exported

QuickBooks Integration: Locate Contract – For payments, deposits, adjustments, fees, and refunds, you can now right-click on a line and select “Locate Contract” to open the associated contract line directly in the export window for review

Cemetery Manage Graves: Grave Address Search – Updated the grave search to use a “contains” condition instead of “starts with” to display more accurate results when searching by grave address

Cemetery Contracts: Date Delivered – Updated the Date Delivered field on the Cemetery Charges screen to allow manual number entry instead of requiring use of the date picker

Reports: Cemetery “Preneed Servicing Report” – Added support for businesses using per-location pricing to display the accurate price for Today’s Price

Website Integrations: Migration Completed from Batesville WebPro to Tukios WebPro

QuickBooks Integration: Deposit Export – Implemented additional speed improvements and miscellaneous fixes to the user interface and error handling for the QuickBooks deposit export

Reports: Receipt Numbering Report – The Contract Number now overrides the Case Number when this option is enabled

Form Data Entities: Case Contact: Executor – Added Indexed Data Entities for executor case contacts to improve performance and data indexing

Cemetery Contracts: Receipt – Fixed a bug that was preventing the grave address from displaying under contract charges on the cemetery payment receipt

Statements: Billing Statements– Fixed a timeout error that occurred when generating individual account statements for a small group of customers

QuickBooks Integration: Performance Improvements– Enhanced overall speed and added deposit validation during export

QuickBooks Integration: Deposit Export Screen– Fixed an issue that prevented the export screen from loading for some users who export by deposit

Reports: Custom Reports– Fixed an issue that caused certain custom reports containing buyer information to throw an error during generation

Standard Funeral Contracts: Fixed a bug that prevented modified FCT disclosure text from displaying when it differed from the default

Standard Funeral Contracts- Added new settings enabling users to customize: The right-column title for DISCLOSURES

Standard Funeral Contracts- Added new settings enabling users to customize: he right-column title for ACKNOWLEDGEMENT & AGREEMENT

Standard Funeral Contracts- Added new settings enabling users to customize: The left-column subheading for Total Funeral Home Charges

Saved Documents: Resolved an issue that caused errors when saving files with names containing non-ASCII characters

CA Vitals: Fixed a bug that caused input to be cleared from the Is Embalmed field

eSignature: Resolved a bug that caused signatures to stamp in the date field on Sales Agreements

eSignature: Fixed an issue that prevented paragraph files from properly wrapping user-entered text

QuickBooks Integration- Cemetery Financial Export: Grave addresses are now included as part of the line-item description for cemetery contracts

QuickBooks Integration- Deposits Export: Fixed a bug that caused errors when exporting deposits using the Check All button

Cemetery Grave Management- Added a new setting allowing companies to: Assign a single grave to multiple contracts

Cemetery Grave Management- Added a new setting allowing companies to: Assign graves marked Not Available for Sale to a contract

QuickBooks Integration: Single Payment Export – Added support for exporting a single payment when exporting by deposits

Reports: Cemetery Trust Report – Added a new cemetery trust report for cemetery businesses

Financing: Contract Financing Calculator – Expanded underlying infrastructure to support improved performance and future enhancements

Web Integrations: Tukios- Added support for exporting family members to Tukios web tribute

Family Collaboration: Place of Birth (Louisiana) – Added Father’s and Mother’s place of birth fields to support Louisiana requirements

Case Transfer Tool – Added enhancements to reduce errors when using the Transfer Case from Another Osiris Company tool

Reports- Estimate List Report – Fixed an issue where contract categories were not displaying correctly on the report

Contracts: Sales Stages– Added a new Custom Actions feature that allows Osiris to trigger a specified action or set of actions when a sales stage changes

Contracts: Financing– Added additional underlying infrastructure to support improvements and future enhancements

VA: Marker/Medallion Request– Fixed an issue with the scroll bar so it now scrolls vertically and all fields are visible on the screen

Backend & Infrastructure Improvements – Completed a series of miscellaneous backend and infrastructure enhancements to improve system stability, performance, and scalability in preparation for upcoming features on the Osiris platform

Backend & Infrastructure Improvements – Completed additional backend infrastructure enhancements to support new features planned for the Cemetery module and the browser version of Osiris

Backend & Infrastructure Improvements – Completed additional backend infrastructure enhancements to support new features planned for the Cemetery module and the browser version of Osiris

Backend & Infrastructure Improvements – Completed additional backend infrastructure enhancements to support new features planned for the Cemetery module and the browser version of Osiris

Contract Financing (Beta) – Addressed bugs and made improvements to the financing module

Standard/Legal Funeral Contracts – Added a setting to hide the memo on pending payments

Website Integrations: Tukios – Added the ability to send an obituary to Tukios as a draft, preventing it from being published immediately

Obituary Assistant – Implemented minor bug fixes and performance improvements

Quick Add Cases – Added ASD integration to the Quick Add feature, ensuring newly created cases are sent to ASD by default

Contracts (New York) – Added e-signature fields to the New York contract

Location Settings – Fixed an error that prevented opening Location Settings

Case Copy Tool – Added an option to copy saved documents to the new case when copying or importing a case

Sales by Contract Category Report – Replaced office-location and category grouping with dedicated columns

Backend & infrastructure improvements

Cash Advances – Added a percentage-based handling fee option for cash advances

QuickBooks Integration – Fixed an OAuth token issue affecting companies connected to multiple QuickBooks accounts

Contact Method Release Form – Added a footer title and body text that can be customized for disclosures your business may have

Pending Payments – Fixed duplicate rows that appeared in the UI but not in the database

Form Data Entities – Added a Crematory Name data entity

Reports (California) – Added a new report listing the port weight of cremated remains

"Services Scheduled By" Report – Updated the report to display vehicles as a list rather than in a single row

Case Cloning – Fixed an issue when cloning a case

QuickBooks Export – Fixed a caution symbol that was incorrectly appearing on the Payments grid