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Payment Rec Tool Enhancements

Current state of the payment reconciliation tool is not the best. Tool is confusing and unintuitive due to accessing it on an individual account ledger rather than the functions menu No way to remove transactions from the tool if a payment was...
Jesse Hartman 44 minutes ago in Procare Desktop / Enterprise Support 0

TE Report: Historical Fee Summary

Customers have been asking for the corporate Historica Fee Summary report to be rebuilt for TE, citing that it was the only TE report that provided a summary list of centers with their totals in fees, followed by a per-location breakdown of the de...
Jesse Hartman about 2 hours ago in Procare Desktop / Enterprise Support 0

Change post-date when using Payment Rec Tool

Customer would like to be able to adjust the post date for transactions added to the ledger via the Payment Reconciliation tool.
Jesse Hartman 7 days ago in Procare Desktop / Enterprise Support 0

Be able to keep reports in DT open while performing other actions

Customer provided feedback that with the migration of TE reports into Desktop, they can no longer have TE reports open in one screen while reviewing accounts in DT with another. Customer would like to be able to open the report or reports they nee...
Jesse Hartman 7 days ago in Procare Desktop / Enterprise Support 0

Move MSGR report to TE Corp Reports

Feature Request: Restricting Access to the MSGR Report Background: The Primrose Schools of South Tulsa and Midtown Tulsa, owned by Kelli Miller, have raised concerns regarding the MSGR report. Currently, this report is visible to all users marked ...
Pamela Armstrong 3 months ago in Primrose Private Ideas / Reporting 0

Allow installation on computers with ARM chips

Kiddie Academy has had several franchisees approach them asking why they can't install Procare onto the newer Microsoft laptops that use ARM chips. They expect demand grow and would like their owners to have the option to use Desktop on such devic...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 5 Will Not Implement

Adding Child ID to ledger transactions

-Customer funded development request- Customer uses a variety of custom reporting solutions layered on top of CDA in order to get the insights they need from their data. Ideally they want to simply ‘follow the money’ and derive insights about FTE ...
Jesse Hartman 2 months ago in Procare Desktop / Enterprise Support 0

TE batch Notification Emails

Several customer have reported that they use batch notifications in their own processes to inform them of actions that need to be taken. batch notifications are no longer being sent out to customers with the latest updates to Tuition Express, and ...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

Configuration for standardizing batch cutoff time

Customer is finding that the new TE batch scheduling/cutoff functionality allows for too much margin of error. They would like some kind of a corporate-level configuration option where they can set a cutoff time for their schools for the same time...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

Enhanced Billing Box Permissions

Customer would like expanded permission options for Billing Box, to allow users to open the Billing Box Window but not make any changes inside. Users sometimes need to reference Billing Box line items for specific children, but having to run a rep...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0