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Enterprise Support

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Document Management Enhancements

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.
Zack Marty 15 days ago in Procare Desktop / Enterprise Support 0 In Review

non-System Supervisor permission enhancements

Customer would like the ability to give non-System Supervisors a permission that allows access to individual school settings found under Configuration > System > Locations & Users Another related issue for them is that user groups access...
Jesse Hartman 6 months ago in Procare Desktop / Enterprise Support 0 In Review

Aging Report - Show if the account has an active Tuition Express account

The customer would like the Aging Report to show the Tuition Express Account. They currently use these 2 Aging Reports 1) Account Aging and 2) Account Aging w/Tracking. More specifically, they requested a custom aging report and would like this re...
Beth Carlin 8 months ago in Procare Desktop / Enterprise Support 2 In Review

Account Aging Report with tracking that includes children's names

The customer would like a way to generate an account aging report with tracking that includes children's names. It would assist their school-age division, which is organized into districts and multiple school locations in Procare. These locations ...
Beth Carlin 8 months ago in Procare Desktop / Enterprise Support 2 In Review

PersonGlobalID remaining the same when performing a data transfer

The request is for PersonGlobalID to remain the same when performing a data transfer.
Jesse Hartman 12 months ago in Procare Desktop / Enterprise Support 0 In Review

Batch Payment Upload - Agency Accounting

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 1 In Review

Child Schedule and FTE numbers in Data Viewer

Little Sprouts reported that they regularly export Data Views for administrative and analytics purposes, and would love to see a table that contained child schedule with FTE calculations as an option. There has also been a fair number of other Ent...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Child Schedules

Customer would like to see user and timestamp data for changes made to schedules that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do so currently because...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 1 In Review

Data View - Child All Enrollment Status Changes

Customer would like to see a Data View table just like Child All Enrollment Status, except that instead of pulling all children with enrollment statuses active between the data parameters, the customer would like a view of children who have an enr...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0 In Review