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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace SCW
Created by Guest
Created on Jul 16, 2020

Request for EFT reports

I actually requested this custom report (I have email documentation) to Wade over a year ago. The issue is that you dont offer ACH in Canada which means we have to go through our bank to process ACH (EFTs) . This means we have to keep track of who is on EFT, look up their balance in Daycareworks, manually enter/update the template in the bank, send the template to the bank for processing and then once processed manually enter each payment into Daycare Works. Between our various companies, we have well over 1000 clients each month and this is crazy. All we need is a custom report for the bank we use (ATB). You gave us one for BMO although it still doesn't help on the payments side because you never gave a way to upload the payments they make so we are still doing that manually. Put it this way, we are actively looking for a daycare software that will be truly automated with EFTs for Canada, that also has the other features we like. When we test out one and find it, we will be switching all our locations over if we do not have this solved with DaycareWorks by then. We are a very frustrated client. Note I have all the documentation ready so you know exactly what ATB requires for the report we need from Daycare Works that we will upload to ATB. The other feature of course, is to get ACH fro Canada and then this would be solved!

Center Name Magic Mountain Child Development Centre
  • ADMIN RESPONSE
    Jul 22, 2020

    Thank you for submitting an idea. An account manager will be reaching out to you shortly to gather more information on this request and provide some additional information on uploading payments into DCW. Thank you

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  • Leanne Scope
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    Jul 31, 2020

    Additional info: The "Due Date" on the report to ATB is the day that we need the EFT to actually come out of the clients bank account.