Overview

• Create an Operations Report: Generate a spreadsheet (.xls format) with data from multiple locations. This report gives you information to audit and compare center performance, revenue flow and enrollment.
• Export Payroll Hours: Export employee time card hours from the Procare Employee Data module for importing into a third party payroll program such as ADP®. You'll work with the Procare Development Team to customize the export file to the unique requirements of your payroll system.
• Export General Ledger: Export accounts payable / general ledger data from the Procare Expenses & Ledger module for importing to a third party financial system such as Sage MAS 500®. You'll work with the Procare Development Team to customize the export file to the unique requirements of your financial system.

Installation

You must purchase the Corporate Organizer before it can be used. Contact your Software Consultant for details.

1. Log on to your computer with local administrator privileges and close all programs.
2. Go to the Procare Extras page.
3. Click the link to download the Corporate Organizer software and choose Run (Internet Explorer) then follow the on screen prompts to complete the installation.

Note: If you use Firefox choose Save File then, once the download is complete, dbl-click the file named corporate_setup.exe on your Firefox Downloads list to install it.

Getting There

From the Procare Home screen go to Utilities > Procare Extras > Corporate Organizer.

First Time Set Up

Use the Edit button to configure overall settings and map Procare categories (like Work Departments) to their corresponding name in your third party software. Your contact person, on the Procare Development Team, will assist you with this the first time.

Operations Report

1. At the Procare Corporate Organizer screen choose Operations and click Next.



2. At the Operations screen:



1. Select a Region (or choose All Regions) to include.
2. Choose a Period Ending Date.
3. Browse to an existing Workbook (.xls spreadsheet file) using the button with 3 dots. You may use the .xls file installed with the program at C:\Program Files\Procare\Client\Extras\CorporateOrganizer\CompanyOperations.xls or another one you create.

Note: the file must be in .xls format, not .xlsx.

4. Enter the name of an existing Worksheet on the .xls file (such as Sheet1). Or, enter a new name to automatically create a new Worksheet, such as the name of the month.
5. Click Next.
3. Open the file in Excel.

Export Payroll Time Cards

1. At the Procare Corporate Organizer screen choose Payroll and click Next.



2. At the Payroll screen:



1. Select a Region to include.
2. Choose a Period Ending Date.
3. Browse to an existing Output Folder using the button with 3 dots. You may use the folder C:\Program Files\Procare\Client\Extras\CorporateOrganizer or another one you create.
4. Enter the Output Filename you wish to create. It must be a file format your third party program can import, for example .txt.
5. Click Next.
3. Import the file to your third party program.

Export General Ledger

1. At the Procare Corporate Organizer screen choose General Ledger.



2. At the General Ledger screen:



1. Select a Region to include.
2. Choose a Period Ending Date.
3. Browse to an existing Output Folder using the button with 3 dots. You may use the folder C:\Program Files\Procare\Client\Extras\CorporateOrganizer or another one you create.
4. Enter the Output Filename you wish to create. It must be a file format your third party program can import, for example .txt.
5. Click Next.
3. Import the file to your third party program.