Procare Solutions Internal Ideas Portal
I would like to be able to see the parent's ledger from my iphone for in the event they contact me through the procare connect app with a quetion about their balance so that I can answer quickly rather than making them wait until I'm able to get in front of a computer to view their ledger.
Also, I'd like the ability to see when and the amount that a parent makes a payment and be able to late charge or issue credits on their ledger when I'm not able to get in front of my computer.
| Product Area | Payments |
| 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?
Makes viewing account balances and ledgers easily accessible to the business for when an account needs to be analyzed immediately, however, we are not able to get in front of a computer to view it. The current work around is almost impossible. We need to be able to easily access the account ledgers when we are not able to get in front of a computer. |
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| Requesting Customer | Hope Castelli Advanced Learning Academy |
