Help pages for Funeral Director

Help Center

Main Screens

Configuration

House keeping

Accounts

Extras

Pre-Pay entry

Prepay summary

Deceased Details for pre pay

Next of Kin

Funeral Details tab

Grave and Crem tab

Pre pay Quote Charges

Pending entry

Pending Summary

The Admin tab

Deceased Details tab

Next of Kin

Mortuary tab

Pending Quote Charges

General reports

Organist worksheet report

Daily worksheet report

Florist worksheet report

Funeral List worksheet

Contacts

Contact details

Hire

Hire

Calendar

Calendar Summary

Funeral details

Funeral summary

The Admin tab

Deceased Details tab

Next of Kin

Funeral Details tab

Cremation details tab

Interment or Grave details tab

Mortuary tab

Workshop tab

Audio Visual tab

Service sheet tab

Caterers

Memorial tab

Press Notices

Flowers

Donations

Charges

Invoicing

Accounts tab

System Setup choices

Lookups and Lookup types

Company details

User entry

Profiles

eMail setup

Report and Template Editing

Standard Reports

Ad Hoc reports

Press Notices

Hymns

Reminder letters

Configuration records

Papers

Stock records

Resources

Coffin sizes

Service Sheet Options

Funeral templates

Email Text Setup

Invoice Titles

Data Consolidation

The Software

Version control

Multi User Access

Additional Resources

Database Administration

Database backups

Data Consolidation

Sales

Customer details

Invoices and Credit notes

Reminders

Sales receipts

Sales allocation

Sales analysis

Reports

Memorial

Purchases

Suppliers

Purchase order

Invoice and credit note. (P)

Cheques

Remittance

Allocation

Analysis

Uncleared Cheques

Purchase reports

Mobile apps

Android app.

Apple iOS app

Integration

Xero accounts integration

Google calendar integration