Currently when importing payments from the Reports>Financials>Actions screen, the import template only allows to import with the Family ID. This is fine for Regular families, but when it's a Split family the payment only goes to the Combined ledger and not the Individual Sponsor ledger, so customers need to manually go to each split ledger and move the payment to the Sponsor ledger. Adding the Parent ID column on the template and the ability to import directly to the Sponsor ledger would be very useful for all clients who have split ledgers. Attached is a sample template with Parent ID column. Either this or a v6 template that will allow import by Parent ID instead of Family ID. (Aha wouldn't let me attach an .xls file for some reason, so I attached a screenshot instead.)
Product Area | Payments |
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?
It will ave time having to do a bunch of manual work after importing payments. |
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Requesting Customer | Cadence |