For Professional Funeral Alliance clients, Mortware’s PFA Export Template for Excel exports customer account information, record numbers and transactions details into a simplified single Excel Worksheet as specified by Professional Funeral Alliance.
The setup of this export template is the same as our standard Excel Export, but with the addition of tracking GL accounts that are imported from your PFA chart of accounts (Provided by Professional Funeral Alliance.) GL accounts are then applied to each Mortware General Price List charge categories, cash advances, discounts, taxes and merchandise categories.
Mortware’s PFA Export Template for Excel includes reports to track exported and excluded transactions. The export also allows export date ranges to overlap in order to accommodate back dated or previously excluded transactions in Mortware.