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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 8 months ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0 Future consideration

It would be great if when you pulled up an account to issue a Standard Customer Stmnt or any report the email of the account you are in would automatically populate with the email

In addition, it would be wonderful if it copied me (the administrator) on the email.
Guest over 1 year ago in Desktop User Suggestions 0 Future consideration

History tracking enhancement

Update history tracking to include creation of new ApplicationCenter records, not just updates.
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Closed status Maintenance restrictions

Update Maintenance to either: a) not update the center status from 940-Closed or b) do not sent maintenance if the center status is 940-Closed
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Boarding / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Drop-In status

I'd like "Drop-In" status to behave like "Enrolled". At the moment, when a child is "Drop-In", the child cannot be checked into Connect.
Guest over 1 year ago in Desktop User Suggestions 0 Future consideration

Better Reports for Employee's 5 Day Schedules - option for 7 days starting Sunday

Other reporting options for Employee's schedules would be helpful. We like the look and layout of the Employee's 5 Day schedules however our pay cycle is Sunday to Saturday so this report only pulls in Sunday through Thursday. An option would be h...
Guest over 1 year ago in Desktop User Suggestions 0 Future consideration

change default phone # to cell vs home

No description provided
Guest over 1 year ago in Desktop User Suggestions 0 Future consideration

Enable centers to receive chargeback notifications when Fax # in unavailable

Request received from Implementations 6/24: The FAX number on the MSA is not a required field and often centers do not have a fax. When a center does not enter a FAX number on their MSA, it use to automatically default to our 541-858-7008 fax. Tha...
Jessica Flitcraft over 5 years ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration