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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Jul 26, 2023

Config option to lock payments once posted to ledger

Creative World - 80490671

Customer reported that they want to greatly limit the ability of staff to change payments that have been posted to the system.

They would like a configuration option that System Supervisors can enable which would automatically 'lock' payments that have been posted to a family ledger inside of Procare.

The intent would be to prevent changes while still allowing the payment to be closed to a deposit report.

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?

Customer has expressed a great deal of concern about the possibility that payments can be manually adjusted in the system after they are made, before they are closed to a deposit report.

Requesting Customer Creative World - 80490671
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