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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

Ideas

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Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Recurring Attendance Plan Improvement for Late Pick Up Fees

I often have requests from customers who are using recurring Tuition plans but also want to be able to invoice parents for late pickup fees based on attendance. If you assign an attendance plan to a student who only has a tuition plan and the stud...
Debbie Scarlett Foster 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 17 Future consideration

Sort activities by full date instead of just the month

Under Setup > Program > Full Day > View Semester > Semester 2024 -2025 School Year > Availability/Camp Days. DCSD is noticing that programs are not listing chronologically when sorted by date. The column is sorting alphamerical inst...
Dustin Jones 6 months ago in SCW 0 Future consideration

Cadence - Add Ability To Import Payments To Individual Split Ledgers

Currently when importing payments from the Reports>Financials>Actions screen, the import template only allows to import with the Family ID. This is fine for Regular families, but when it's a Split family the payment only goes to the Combined...
Kevin Vergel-De-Dios 5 months ago in SCW 0 Future consideration

Celebree would like the Future FTE Count-Excel report to forecast for a full 12 months instead of only 9 months.

Celebree is requesting that the Future FTE Count-Excel report to forecast for a full 12 months instead of only 9 months. They need this for projection reporting.
Gloria Hessen 5 months ago in SCW 0 Future consideration

Cadence - Add Parent Fields to the Get '/agingreport/araging' API

Cadence is hiring a third party collections agency vendor who will have access to calling this API and needs the below parent contact fields to be included: Address Cell Phone Number Home Number Email Address
Kevin Vergel-De-Dios 5 months ago in SCW 0 Future consideration

Have Payment Allocations Stay Allocated to the Original Fee Regardless if a Credit or a Refund Is Given Afterwards

SCW customers continue to have issues reconciling and accurately seeing where payments were allocated to when running Settlement/Allocation reports or any other Allocation reports. The issue happens when a payment is made on a fee, but then either...
Kevin Vergel-De-Dios 7 months ago in SCW 0 Future consideration