Procare Solutions Internal Ideas Portal
-Customer Funded Queue-
Customer is requesting a report be built with:
Identical report parameters as the 'Selective Charge/Credit Summary' (FA_SelectiveAnnualStatement01)
The report would ideally reference an enhancement that is documented in a separate Aha - DESK-I-270.
The report would need to display transactions from each transaction category similar to how the Charge Credit Summary - Specific Summary displays transactions. It would also include a summary of Billing Box items for each child under the account transaction totals.
The 'Child' column would reference the ledger modification (DESK-I-270). If no child is selected, it would just remain blank on the report
The credits and payments on the account would match the format of the Charge/Credit Summary reports - amounts would show as a negative
The Billing Box section would only contain children who are enrolled at any point within the date range selected.
The Billing Box section would only contains Contract Billing items
No page break after each Account Key group, just a continuous list
Mockup is waiting for customer's approval, it may be updated but it is directionally where she wants to go.
| 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 uses a variety of custom descriptions to manage security deposits in addition to the security deposit credit and debit descriptions that are already built into Desktop. They struggle to get an accurate accounting of their deposit totals in part because deposits are per account rather than per child. Using this report they could choose all of the relevant descriptions they utilize for deposits and understand what child they are associated with in order to manage their deposits effectively. |
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| Requesting Customer | Foray Group - 20621306 |
