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Procare Solutions Internal Ideas Portal
Status Future consideration
Workspace Procare Desktop
Categories Internal Facing
Created by Beth Carlin
Created on Mar 19, 2025

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account Aging
Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".
Right now, the report only includes the Date Range as a Filter option.
This means they cannot see accounts with Credits.
The Standard version of the report in Family Data & Accounting includes a filter option for "Only Display Accounts with a Balance Due".
This way, the filter can be turned on and off.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
Requesting Customer Kama`aina Kids Preschool - 10859000
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    Zack Marty
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    Mar 24, 2025

    Do they essentially want to have the 90 day version without Bal > 0 ? 7 day and 30 day have versions without that addendum.

    1 reply