Procare Solutions Internal Ideas Portal
Customer has a difficult time ensuring that payments (TE, cash or check) inside of deposit reports (Functions > Family Accounting > Deposit Reports) are properly assigned and closed.
Payments have to be checked, a post date assigned, the account the deposit is being deposited to selected, and the amount (total of all selected deposits) has to be entered before a deposit report can be closed.
The customer would ideally like to have an option whereby at the end of a day, week or month the system identifies all of the payments made during that timeframe, selects the post date most appropriate for the timeframe (day of, last day of week or month), and the total for the deposit so that the process is automated.
| 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 frequently finds that deposit reports have not been closed properly and someone has to go back in and assign payments to and close reports. This is very time consuming for them to deal with on a regular basis even if no one forgets to close the reports, and forces them to go back into the system to close out old payments when the process is missed. |
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| Requesting Customer | CDS - 15297000 |
There is a lot of automagical stuff going on here that could be extremely dev intensive. I will get a gut check from the devs, but it will likely be extremely large. Let me know if there is more sentiment around this need from other customers.