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Procare Solutions Internal Ideas Portal
Workspace SCW
Created by Robert Skylis
Created on Apr 1, 2025

Allow GL Data to Appear on Financial Reports When Using New Type Fees at Center Level

Cadence would like to have the ability for GL data to reflect on financial reports in SCW when creating and using new type fees set up at the center level in SCW. Right now, this data only properly reflects on reporting when creating and using the new type fee at the business level. If it is not possible or too heavy of a lift, Cadence would like additional guardrails in place to notify the user that GL data will not appear on financial reports when saving the new valid value at the center level.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

Cadence would like to have the ability to create and use new type fees at the center level and have GL data funnel onto financial reports as they do when creating and using type fees at the business level.

Requesting Customer Cadence Education
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  • Robert Skylis
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    Apr 1, 2025

    Regarding the suggested work around, I forgot to mention that the client pushed back on setting up new type fees at the business level due to https://procare.atlassian.net/browse/DCW-7951 still being an outstanding issue. Perhaps fixing DCW-7951 would then allow this client to continue with business level set up.