Household Budget Module

Feature Enhancements

We've now have a new household budgeting module. You can enter the incomes or expenses for the initial case budget and it displays in the preview. Go back later in the case time period and then enter the case close incomes and expenses and the report is updated.

This report also includes a budget assessment showing income minus expenses to show you a great summary.


Basic Necessity Module

Feature Enhancements

We now have a new basic necessity module. You can add the items supplied to the case and they appear in the preview screen. You could them print the report.

Automatic case notes during job placement

Feature Enhancements

The below case notes are now created based on actions done on the job placement screen.

Job Placement

(Client name) obtained employment with (Employer) located at (employer address) as a (description). This position pays ($wage/hour), ( W/Wo benefits) and is (hours/week).  The contact person is (Contact) ( phone number).  (Client Name) started working on ( start date)


Job Termination

(Client name) is no longer working with (Employer) located at (employer address) as a (description) as of (end date) due to ( reason) .

Fixes week of 1/1/14

Bug Fixes

1. Added date validation on edit expense request

2. Issue with race, ethnicity, and years of education not updating when editing a refugee.

3. Alien number can't be entered if case was deleted.

4. Expense preview miscalulations due to deleted items.

5. All not returning results in print preview.

6. Family size added to expense report.

7. Date of arrival is now dynamic based on program configuration, US arrival for R&P and local arrival for Cuban Hatian.

8. Modification to the header of the case expense summary report.

Fixes week of 12/16

Bug Fixes

1. Issue with case notes print preview not filtering by program.

2. Arrival report count number of individuals. Summary also wasn't calculating if a program wasn't selected.

3. Modified case request disbursement to use a lighter color to reduce printer ink.





Contact Info


15151 Heron Meadow Ln, Cypress TX 77429


[email protected]

Phone number:

(713) 570-6193