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1300 886 297
Knowledge base
General
Change Log
1
FuneralSoft Change Log
Getting Support
1
Remote Support Tool (Teamviewer)
Installation & Deployment
Pre-Installation Checks
2
Getting Started
System Prerequisites
Preparation Tasks
2
Data Lists Preparation
Reports to be Customized
Installing FuneralSoft
1
Installing FuneralSoft
Configuring FuneralSoft
1
Initial Configuration of FuneralSoft
Clients
First Call & Enquiries
3
Adding a First Call
Recent First Calls List
Adding a new Enquiry
Client List
8
Searching At Need Clients
Searching Preneed Clients
Searching Closed Clients
Searching All Clients
Opening a Client File
View all 8
Editing a Client
4
Unlocking a Client
Using Client Menu Tree
Saving Changes
Data Entry Controls
Printing Reports
3
Printing Client Reports
Word Documents
PDF Copies
BDM e-Registration
0
Page-by-Page Tutorial
0
Finance
Fee Templates
4
Purpose of Fee Templates
Creating a Fee Template
Linking a Fee Template to Funeral Type
Packaged Fee Templates
Price List
6
Editing a Price Item
Bulk Editing Price Items
De-activating Price Items
Using Price Groups
Contact-Specific Prices
View all 6
Fees Estimate
7
Fees Estimate Page
Adding a Fee
Editing a Fee
Deleting a Fee
Auto-added Fees
View all 7
Invoicing
6
Auto-Creating an Invoice
Manually Creating an Invoice
Editing an Invoice
Deleting an Invoice
Transferring an Invoice to External Software
View all 6
Payments
7
Receipting a Payment
Editing a Payment
Printing a Receipt
Linking Payment to an Invoice
Free-floating Payments
View all 7
Disbursements
5
Entering Disbursement Costs on Price List
Disbursements Dashboard Page
Marking Disbursement as Paid
Printing Disbursement Report
Viewing a Contact's Disbursement Costs
Preneed Fee Quote
4
Fixed Price Items
Excluded/Included Items
Converting Preneed Quote to Fee Estimate
Converting Preneed Quote to Fee Estimate
Finance Dashboard
0
Coordination
Appointment List
0
Appointment Details
0
Advanced Features
Using Funeral Types
0
Using Notice Templates
0
Configuring Options
0
Maintaining Lists
0
Audit Log
0
Security
3
Configuring Users
Configuring User Groups
Setting Permissions
Add Ons
MYOBLink
4
Configuring MYOBLink
Checking Prerequisites
Transferring Invoices to MYOB
Transferring Payments to MYOB
GoogleConnect
2
Integrating with Google Connect
Configuring GoogleConnect Settings
XeroConnect
0
QLD e-Registration
0
NSW e-Registration
0
Preneed
Pre-need Clients
0
Preneed Agreements
0
Specifications
Field Specifications
1
Address Specifications
Inventory
Inventory Features
1
Inventory Features
Using Inventory
1
Adding an Inventory Item
Help Desk Software
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