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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Beth Carlin
Created on Dec 11, 2024

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger.


Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that are already on the ledger.
The Nest - 39266437 has reported successful payments showing in the Payments reconciliation tool that are already on the ledger.


In the meantime, if it is working as designed we should at least update the wording on the support article.

Current wording
All transactions that have failed to post to a ledger will appear here.

Product Area Payments
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?

Customers do not 100% trust the payment reconciliation tool

Requesting Customer Kama`aina Kids - 10859000
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