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Modernize Introducing MyProcare (MP01) Template

The Introducing Myprocare letter (MP01) is outdated. The branding displays the old Tucker, and the verbiage for the buttons parents are to press is incorrect. Additionally, there is no mention of viewing financial reports on MyProcare.com.
Zachary Keith 5 months ago in Procare Desktop / Internal Facing 0 In Review

Custom report for select descriptions

-Customer Funded Queue- Customer is requesting a report be built with: Identical report parameters as the 'Selective Charge/Credit Summary' (FA_SelectiveAnnualStatement01) The report would ideally reference an enhancement that is documented in a s...
Jesse Hartman 18 days ago in Procare Desktop / Internal Facing 0 In Review

Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman 18 days ago in Procare Desktop / Internal Facing 1 In Review

User/School Permission for Show/Hide Charge Descriptions

Customer has schools on shared IKNThey want to allow users access to Charge / Credit Descriptions, but they want users to only be able to access and edit/hide for their own locations. If they have access to schools A and B, they can edit and hider...
Beth Carlin about 1 month ago in Procare Desktop / Internal Facing 1 In Review

Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman about 2 months ago in Procare Desktop / Internal Facing 1 In Review

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 1 In Review

Enhancement to IKS extra / LIB

The underlying issue is that the customer uses IKS in order to import registrations into Myprocare, but when they do so all of the imports arrive with the same time/date, so they are unable to prioritize the registrations in the order they were re...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 In Review

Add a billing period to invoices.

Add a billing period to invoices. The customer thinks that this could be a big step forward in customers being able to calculate an FTE value that ties to tuition billed. It is not really about what the parent sees but more about the accounting si...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0 In Review

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 In Review