Conversion Table

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Yes No
Important! Items with a star in the Yes or No column are key things that require special attention after conversion. cell Image
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.) Image (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 Image
(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.) Image (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 Image
Deposit Reports X
Billing Box (note: the Billing Box must be set up for each child after conversion). Image (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 Image
ID Codes
(Note: PIN codes, passwords, fingerprints, etc. are chosen by the individual person) Image
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 Image
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. Image
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 Image
Fiscal Year Calendar X