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Workspace SCW
Created by Robert Skylis
Created on Sep 16, 2024

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Enhance Payment Import Version 3 to Work with Different Payment Types

Right now payment import version three imports payments and uses "Cash" as the payment type only. The client would like to have the ability to use different payment types when using this import. Ideally, the import would work with any type payment generated under System Config > Valid Values.

Payment Import ...
Payment Import Template Version 3 (4).xlsx
 Payment Import Template Version 3 (4).xlsx
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Payment Import Template Version 3 (4).xlsx
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?

Right now, the client has to manually go one by one and adjust each account. Having the import respect different payment types will save the client time and money. The client is looking for a streamlined process to balance out delinquent accounts at a center that is closing.
Requesting Customer Cadence Education BAM ID 92122249
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