Procare Solutions Internal Ideas Portal
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Status Shipped
Workspace SCW
Created by Melissa Winterborne
Created on Sep 14, 2022

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Ability to Export TE Details to assist with Bank Reconciliation

The ability to Export Data and details, including the Batch Number to be matched against client's bank to aid with reconciliation. This

Product Area Payments
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?

Brightpath is based in CA however growing fast in US. Bank Reconciliation has been challenging despite reports and TE, SCW. The would like the ability to export data in batches including the Batch ID to use with their Bank settlement reports to assist with their tedious and manual reconciliation process.

Requesting Customer Brightpath Kids SCW BAM 42551364
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  • Melissa Winterborne
    Reply
    |     Nov 11, 2022

    @jessica This is within TE Report not SCW.

  • Admin
    Jessica Flitcraft
    Reply
    |     Nov 11, 2022

    Melissa - is this request for an enhancement to the TE.com reports or for something within SCW?