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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace SCW
Created by Guest
Created on Jun 1, 2022

Create Excel Export Option For Defined Billing 'View' Screen

With Canada and US rolling out various Grant Programs, a lot of customers are having to use multiple Third Parties. DCW currently does not have an all in one report that correctly breaks out multiple third party amounts and private pay amounts individually per child and per subsidy. This export would solve that issue for Defined Billing customers. An actual report would also be nice so that both Defined and Transactional clients would benefit.

Center Name YMCA of Okanagan
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  • Guest
    Reply
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    Sep 20, 2022

    Hi Jessica. The export option of the Defined Billing Screen was addressed, but we still need an actual report that accurately calculates multiple subsidies without having to run billing first (i.e. our Pre-Bill Report) and that Transactional clients can utilize. Matt M wanted me to combine these requests in this one Aha, but the last sentence in the request asks for a report to do this as well, even if it's just tweaking the current Pre-Bill report. Should I enter a separate request for that?

  • Admin
    Jessica Flitcraft
    Reply
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    Sep 12, 2022

    New report added in August to address this need.