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Procare Solutions Internal Ideas Portal
Workspace SCW
Created by Mike Mercer
Created on Nov 11, 2025

Identify accounts that are habitually on the returns/declines report

Is there a way (or report) that accounts that are habitually on the returns/declines report can be proactively identified?

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?

Customer will be able to easily identify accounts that are using bad payment methods and will save time instead of running a report and looking at individual accounts.

Requesting Customer Cadence Education
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