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Procare Solutions Internal Ideas Portal
Workspace SCW
Created by Guest
Created on Sep 16, 2024

Allow admins to remove payment types from all associated menus

Cadence wants certain users to only have Check and Money Order payment type options when accepting parent payments They tried using the Valid Values feature to manage this, however all payment methods are still appearing for these users when taking parent payments.


It was found this was expected behavior since the Valid Values feature only was suppose to restrict payment types inside of Payments-> Deposits & Payments-> Payments. It was not designed to remove payment types from all dropdown menus. Cadence would like a way to customize the payment types available in all menus but specifically for when users accept parent payments.

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 wants more control over which users can process which payment types.

Requesting Customer Cadence 92122249
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