Yes	No
Important! Items with a star in the Yes or No column are key things that require special attention after conversion.	cell

Global Settings
Procare User Names	X
Chart of Accounts (note: converted numbers will end in the extension A01 if they are duplicates of existing numbers – use the Configuration Merge Utility to eliminate duplicates.)	(see note)

Family Data
Customer Status	X
Groups (converts as Account Tracking)	X
Sponsor & Co-Sponsor Names	X
Addresses	X
Telephone Numbers	X
Email addresses	X
Family Tracking	X
Work Location Field		X
Photos from PhotoGallery		X
User Defined Fields	X
Customer Alert	X
Log Sheets	X
Emergency Contacts Screen
(Doctor, Dentist, Hospital, Emergency Contacts 1-2-3, Authorized Pickups 1-2)
Waiting List		X
Reminders		X
Report Designer Reports		X
Custom Reports (made by yourself or by Procare specifically for version 9.1)		X

Child Data
Child’s Name	X
Child’s DOB	X
Child’s Enrollment Date	X
Gender	X
Primary Classroom	X
Secondary Classroom (may be handled with Schedules or Child Tracking)		X
Program (converts as Child Tracking)	X
Child Tracking	X
Bus Runs (converts as Child Tracking)	X
Child Notes & Comments	X
Withdraw Date	X
Withdraw Reason	X
Child Schedules (note: the “current” schedule for each child converts, additional schedules 2-6 do not convert. Advanced Schedules do not convert.)	X (see note)
Schedule Templates		X
Advanced Scheduler: Schedules made using Advanced Scheduler		X
Immunization Requirements (note: immunizations names convert, however, the schedule of when they are due does not.)		(see note)
Child Immunization Records (dates immunizations were received)	X
Child Physical Dates (last physical, next physical due). Set up as a Requirement / Expiration Date or User Defined Field.		X
User Defined Fields	X

Family Accounting, Agency Accounting
Ledger Card (Sponsor & Co-Sponsor) Note: Converts as 2 separate accounts linked to same children.	X
Agency Ledger Card (requires Agency Actg module) It’s important to know How Agencies Work in v10. Consider your Agency Conversion Strategy
Deposit Reports	X
Billing Box (note: the Billing Box must be set up for each child after conversion).		(see note)
Billing Method Formulas (formulas used for more than a one week date range will require modifications – Contact Support)	X
Standard Amounts (for Contract Cycles)	X

Attendance Tracking
Child Time Cards	X
Authorized Pick Up Persons
ID Codes
(Note: PIN codes, passwords, fingerprints, etc. are chosen by the individual person)

Meal Tracker (Food Program)
Food Status Level (Free, Reduced, Paid)	X
Record of Child Meals Served	X
Menus & Menu Templates	X
Menu Ingredients (not used in v10)		X
Simplified Buying Guide (not used in v10)		X
Serving Size Factors (not used in v10)		X

Tuition Express™
All Tuition Express™ Data will convert	X

Keyless Entry System
Keyless Entry ID Codes
Additional Codes List		X
Restricted Codes List		X

Employee Data
Employee Name	X
Employee Address	X
Employee Phone Numbers	X
Date of Birth	X
Hire Date (appears on new Work History screen)	X
Termination Date (appears on new Work History screen)	X
Social Security Number (Group Limit may be set to display last 4 digits only)	X
Employee ID Number	X
Employee Notes/Comments	X
Employee Group (converts as Employee Tracking)	X
Employee Tracking	X
Employee Position (Pay Code) including hourly rate and/or salary	X
Work Department	X
Time Cards	X
Employee Schedules		X
Benefit Hours (Vacation, Sick, Training) Note: Paid training converts as time “used” while non-paid training converts as time “earned”.	X
User Defined Fields	X
Employee Log Sheets	X
Emergency Contact Information		X
Reminders		X

Payroll	See also: Employee Data
Paycheck History	X
Employee Advances including any amount currently due.	X
Tax Withholding Formulas may be downloaded for the current year. Future years may be ordered separately.		X
		(available as download)
General Withholding Formulas for things like employee child care, health insurance, retirement plans, etc. (Note: withholdings that used a percentage variable may require modification – Contact Support).	X (see note)
Employee Withholding Assignments: Withholdings, credits and variables assigned to each employee like filing status, allowances claimed, EIC status, etc.
Employee exemptions (which are not common) such as exclude from Social Security, Medicare, FUTA, SUTA.		X

Expenses & Ledger (Accounts Payable & General Ledger)
Basic Vendor Information (name, address, phone, comments)	X
Checks Posted to Each Vendor	X (Most checks are converted – See FAQ for Details)
Standard GL Account Numbers for Each Vendor	X
Vendor Tracking	X
Vendor Log Notes	X
Journal Names (like Bank Fees, Interest, Misc.)	X
Journal Entries	X (Most entries are converted – See FAQ for Details)
Check Reconciliation		X
Budget		X
Beginning Balances
Fiscal Year Calendar		X