Procare Solutions Internal Ideas Portal
Current state of the payment reconciliation tool is not the best.
Tool is confusing and unintuitive due to accessing it on an individual account ledger rather than the functions menu
No way to remove transactions from the tool if a payment was entered manually on the ledger
No corporate view, forcing centers to check site-by-site for payments that have failed to post.
| 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?
The different ways that the tool is sub-optimal are mostly small and overcome by training, but still a frustrating experience overall. Lack of a corporate view has been brought up multiple times since the POS Transactions Not Posted corporate TE report is no longer an option. |
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| Requesting Customer | Various |
