Skip to Main Content
Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Clear

Ideas

Showing 100 of 1889

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 2 months ago in Primrose Private Ideas / Reporting 0

Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Allow Messaging to On Hold Families

BJ Long at Primrose School of Simpsonville at Five Forks would like to have the option to message Families that are currently in the Enrollment status "On Hold." BJ advised that the families listed under "On Hold" are their pre-registered and wait...
Guest over 1 year ago in Primrose Private Ideas / Parent Communication 0

SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins over 1 year ago in Data Platform / Defect/Bug 0 Planned

Student Management - Report

Requested by Sarah Gillbert, an accountant at Primrose school of Lakewood Ranch Town Center in Case 01378282. We need to be able to see when students are added, when they leave, if they are being billed/not, and if their billing changed. The goal ...
Lexi Hueseman over 1 year ago in Primrose Private Ideas / Reporting 0

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

The ability to delete ratio monitoring alerts in bulk

The PS of Virginaia Beach South has submitted this idea to save time when deleting alerts.
Michelle Lackey over 3 years ago in Primrose Private Ideas / Activities 0

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to run reports within a school as a corporate user without the report appearing in the school's history

(blank)
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

TE Portfolio Monitoring not showing correct processing amounts

PBI shows this BAM has processed -$61 in the last year, but BAM shows they have been processing all year long. Report I used in PBI: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/b2b33983-7b61-4f5c-a129-947b815420bb/R...
Anastasia Goggins almost 3 years ago in Data Platform / Defect/Bug 0 Planned