Procare Solutions Internal Ideas Portal
The request would be to add an option under the 'Recurrence Type' menu for the 1st business day of the month, or to have Ledger Lock calculate weekends and configured School Close Dates when determining grace periods.
Their intent is to lock the ledger for the previous month, and allow their accountants to review and make any necessary adjustments on the first business day, but the system doesn't calculate for weekends or school closure dates, forcing them to set a longer grace period than they want in order to account for variable business days.
| Product Area | Center Management |
| Are customers at risk of leaving Procare without this item? | No |
| Are customers going to competitors for this item? | No |
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How does this impact the customer's business?
Customer wants to be able to lock the ledger as of the last day of the month, and provide their accounting team with the grace period to allow for changes on the 1st business day of the month. The current options do not account for weekends or holidays. This requires setting grace periods of 3+ days in order to account for weekends and holidays that may fall on the start of a given month, which is problematic to their accounting team. |
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| Requesting Customer | Endeavor Schools - 95003907 |
