Compliance
How Funeral Manager supports compliance.
Funeral Manager records the full funeral journey; from the moment of first contact to the final handling of cremated remains. Each action is timestamped, staff-attributed and stored with a full audit trail.
This provides rich evidence against the SAIF/NAFD UK Funeral Director Code and the Scottish Government’s Code of Practice – and will meet the requirements of any future statutory code in England, Wales and Northern Ireland.
Care of the deceased
Capture every step of care with full audit trails – ensuring dignity, traceability and compliance at all times.
✅ Capture all care activities, preparation and procedures
✅ Track movements into, within and out of your care
✅ Log staff actions with date, time and attribution
✅ Generate and apply identification labels (e.g. wristbands)
✅ Maintain a complete, time-stamped care record
Identification & traceability
Track the deceased, personal effects and movements from first contact to final outcome – no gaps, no uncertainty.
✅ Capture identity details at first contact
✅ Verify identity and record verification method
✅ Track every movement and location change
✅ Record transfers in and out of your care
✅ Log and track personal effects with full history
✅ Maintain a complete audit trail throughout
Documentation & audit trail
Automatically record key documents, decisions and changes so you can evidence compliance, not just describe it.
✅ Create and store itemised estimates and pricing
✅ Capture signed documents, forms and consents
✅ Record all changes with reason, date and author
✅ Store statutory forms and supporting documentation
✅ Maintain full audit trails across every record
✅ Access secure, searchable records for inspection
Funeral arrangements & delivery
Keep clear, structured records of client wishes and service delivery – accurate, consistent and easy to evidence.
✅ Record instructions and service requirements
✅ Capture arrangements for venues, officiants and timings
✅ Document viewing arrangements and special requests
✅ Track tasks, responsibilities and completion
✅ Maintain accurate, up-to-date arrangement records
✅ Record service delivery in line with client instructions
Cremated remains & donations
Maintain full visibility and control, with clear records and a complete audit trail for sensitive processes.
✅ Track cremated remains from receipt to final outcome
✅ Record container details, seals and identification
✅ Log handling, storage and release of remains
✅ Document return, scattering or burial instructions
✅ Maintain a full audit trail of all actions taken
✅ Track donations with payer details and records
Complaints & governance
Log, manage and resolve complaints with a clear record supporting transparency and continuous improvement.
✅ Log complaints with date, source and details
✅ Track actions, responses and resolution timelines
✅ Record investigations, outcomes and decisions
✅ Capture corrective actions and follow-up activity
✅ Maintain clear records for inspection and review
✅ Monitor trends and support ongoing improvement
Setting the standard for compliance
“As a partner of Funeral Manager for 30+ years, Funeral Manager NexGen’s real time recording of actions has also been designed to comply with the Scottish Government’s code of practice”.
Jim Brodie, Managing Director, Brodies Funeral Service
Custom documents
Quickly produce the documents your business needs; from forms, letters and invoices to wristbands and labels.
QR codes can also be added where needed, giving staff instant access to the right record in Funeral Manager.
Frequently asked questions
Got questions about how Funeral Manager works? Here you’ll find straightforward answers to the most common things we’re asked about our features.
Can we add our own forms, prices or templates?
Yes. Funeral Manager is highly configurable. Our team will help tailor your setup, and you can make changes whenever needed.
Does the software help with donations and obituaries?
Yes. You can publish obituaries, track donations (online and offline), and generate reports – all in one place.
How does the software help with compliance?
Funeral Manager is fully aligned with the Scottish Government’s Code of Practice, helping you meet today’s standards and prepare for a likely UK-wide rollout.
Do you support integrations with other tools we use?
Yes. Funeral Manager can integrate with third-party tools and services like Xero, Gmail, Microsoft Office 365 and Laurelo. We’ll work with you to explore what’s possible and set things up.
Will you continue to develop the software after I’ve bought it?
Yes. We’re continuously improving the platform based on feedback from customers like you. You’ll automatically receive updates as they’re released.
Can different staff members have different access levels?
Absolutely. You can control who sees and edits what—with flexible permissions tailored to each role.
What kind of businesses is Funeral Manager best suited for?
Whether you’re an independent funeral director, part of a multi-branch group, or somewhere in between—Funeral Manager has the flexibility to meet your unique needs.
Is there a limit to how many users we can have?
No. You can add as many users as you need, at no extra cost.
Can I customise reports for different teams or branches?
Yes. Reports are fully customisable so you can see exactly what matters to your business.
How do updates and improvements work?
We deploy regular updates, based on customer feedback and changing needs in the sector. You’ll never need to install anything—new features just appear when ready.