Procare Solutions Internal Ideas Portal
Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborious and time consuming, especially across multiple accounts.
Their request is to have a way for Agency Payments to import payment information (Check number, date, amount), and how that payment is to be distributed across agency ledgers.
Any method by which this process could be enhanced would be welcome, but a batch upload is what they see as most ideal.
| 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?
Data entry for their agency payment processing takes an inordinate amount of time to manage, and they are looking for a more efficient option. |
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| Requesting Customer | CDS - 15297000 |
This could certainly be beneficial to enterprise accounts. I will need to dig into the current process and see where we have room to do some importing.