Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Operational Efficiency

Showing 31

Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 1 day ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 4 months ago in TE Transactions / Operational Efficiency 0

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak 4 months ago in TE Transactions / Center Daily Tasks 0

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin 4 months ago in TE Transactions / Center Daily Tasks 1 Will not implement

Have debit cards decline a transaction instead of allowing a partial approval

Currently, our system allows partial approval when a parent makes a payment with a debit card. This means that if a parent submits a payment of $100 but only has $10 in their account instead of declining the transaction for insufficient funds. The...
Johnny Colvin 7 months ago in TE Transactions / Operational Efficiency 0 Already exists

Change descriptor of ACH refund on merchant statements

When ACH refunds are initiated, the descriptor on the customer merchant statement comes through as "AC-PPD-Credit On Us" which is a odd and somewhat confusing descriptor and we would like this changed to "ACH Refunds" as this will be far more clea...
Nick Sarbaum over 1 year ago in TE Transactions / Operational Efficiency 0 Planned

Add instructions for registering for TuitionExpress.com and TE ID to monthly merchant statement emails

Every month Support handles hundreds of calls from TE customers asking how they can access their monthly merchant statements and need instructions for registering for TuitionExpress.com. We can mitigate this substantial volume by including languag...
Bennett Wright almost 3 years ago in TE Transactions / Operational Efficiency 1 Will not implement

Tuition Express Reconciliation report

Schoolcareworks has a reconciliation report built into the software which is significantly easier to utilize than a manual reconciliation using Procare deposit reports and a combination of Bank account activity, TE batch, and POS reports to comple...
Nick Sarbaum over 1 year ago in TE Transactions / Operational Efficiency 0

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern about 1 year ago in TE Transactions / Center Daily Tasks 0

ACH Refunds

Allow for centers to refund via ACH
Ali Knapp 6 months ago in TE Transactions / Center Daily Tasks 0