FuneralSoft Support

Change Log 1

• FuneralSoft Change Log

Getting Support 1

• Remote Support Tool (Teamviewer)

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

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

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

Appointment List 0

Appointment Details 0

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

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

Pre-need Clients 0

Preneed Agreements 0

Field Specifications 1

• Address Specifications

Inventory Features 1

• Inventory Features

Using Inventory 1

• Adding an Inventory Item