Procare Solutions Internal Ideas Portal
Customer would like expanded permission options for Billing Box, to allow users to open the Billing Box Window but not make any changes inside.
Users sometimes need to reference Billing Box line items for specific children, but having to run a report adds a lot of additional clicking and steps to the process in order to review the information.
| Product Area | Center Management |
| 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?
The lack of 'view-only' controls for Billing Box forces users to run a report and scan the report for the child record they need, adding a lot of steps to what the customer believe should be a quick one-step click to verify information. |
|
| Requesting Customer | CDS - 15297000 |
