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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Jesse Hartman
Created on Mar 1, 2024

Enhancement to Charge/Credit Summary - Agency Accounts

  • Agency Accounting > Charge/Credit Summary > Specific Summary - Agency Accounts

Customer would like an new report or an enhancement to this existing report to add an optional input field on the report setup screen to have the report calculate the following:

  • Take monthly total charges as the report currently calculates

  • Divide that total by the number of days in the month

  • Take that quotient and multiply it by a number (selected by the user in the report setup screen), in order to determine what the weekly charges are.

Then have that result displayed on the report.

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?

The customer wants to determine an accurate labor percentage, and would like to be able to run a report on this instead of taking the numbers in the report and calculating them manually.

Requesting Customer Never Grow Up Inc. – 23061978
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