Unsigned cases impact multiple reporting and accounting functions.
Correct financial data output from Passare is completely dependent on signing cases. For example, financial reporting (i.e. sales reports, AR reports) and Passare exports for accounting systems (i.e. QB, Sage) will report information correctly only when all cases are signed.
There are two different ways to view unsigned cases:
Option 1: View directly from the Case Listing Page
Go to the Settings Icon, .
Search for Has Unsigned Changes and add as a column option.
Note: You can arrange the columns in any order you would like by simply clicking and dragging the arrows.
Cases that need to be signed for the first time or that have unsigned changes will have the orange warning icon, .
Option 2: View unsigned Cases on an individual tab on the Case Listing page.
From the Case Listing, click on Filter Cases.
Next, select At-Need and Cash Sale from the Any Case drop-down.
Scroll down and select Missing Signing from the Signing drop-down, then click Show In A New Tab.
This will take you back to the Case Listing. Save the tab, name the tab "Unsigned Cases," and Save.
The Unsigned Cases tab is now saved and will be available every time you log in!
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