April 2025

This month, we've focused on delivering enhancements that bring more precision to your financial management, depth to your case information, and overall ease of use to the platform.

April was a busy month filled with a wide range of other valuable updates and refinements across the entire platform. We believe in keeping you fully informed, so let's dive into the comprehensive list of what we've been working on for you:

We're dedicated to making your financial processes as smooth as possible:

- Added support for "Returned Payments" (e.g., bounced checks), ensuring they are flagged and don't incorrectly count towards totals.

- You can now quickly add Credit Card (e.g., 3%) or Late Fees as cash advances on a given case.

- Discounts can now be synced with Journal Entries in QuickBooks.

- Funeral home charges and cash advances are now shown broken out to Funeral Directors for clarity on statements.

- Adjusted the order of items on migrated case Statements pages for better readability.

Enhancing how you capture and manage critical case information:

- Expanded support to allow for up to six Next of Kin (NOK) to be recorded.

- The "US Citizen" field, if previously missing for some, has been addressed.

- Ensured that payments are correctly handled and converted with the case.

- Burial events are no longer private by default, offering more flexibility in how these events are initially set up.

- A "State/Province" field is now supported for broader geographical accuracy.

Improving the creation, management, and signing of your important documents:

- You'll now receive a warning before leaving an unsigned eSignature page, helping to prevent accidental data loss.

- User-inputted default values can now be stored in document annotations and are automatically applied when documents are generated.

- An "Obituary Confirmation Document" can now be generated from the Obit page.

- New document templates added to the global list: Authorization for Embalming, Acknowledgement and Waiver, Assignment of Proceeds, and a Third-Party Casket Document.

- Added two Veteran Forms to the global list of documents.

Focusing on making Afterword more intuitive, powerful, and user-friendly:

- Admins can now edit site logos, website links, and phone numbers directly through the platform.

- We've opened up some editing capabilities to Admin-like funeral home users for greater flexibility.

- New staff records are now created with appropriate permissions.

- Changed "Finish and continue" button text to "Accept and continue" in relevant flows.

- Required input fields are now visually highlighted (e.g., in red) and are now strictly enforced.

- Currency fields are now supported in forms.

- Task/Card assignments for Check Lists can now be made visible to everyone as an override.

Refining the tools families use for planning and communication:

Giving you more control over how you present and manage your services:

We're always grateful for your partnership and feedback. Please reach out with any questions or to discuss these new features.

Thank you!

The Afterword Team