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Create a configurable option for Deposit Report Post Date Logic

A recent enhancement included in the Scheduled Payments introduction changed the way the Post Dates reflect on Deposit Reports to represent anticipated funding rather than matching the date of the scheduled payment. This was done in the interest o...
Preston Holden about 18 hours ago in Procare Desktop / Internal Facing 0

Add a date filter to User Group Limits

This is for a very specific scenario Customer would like to add a date filter to user group limits. They are selling their center and in the discovery process they want to only allow the seller to view Procare information within a certain date ran...
Beth Carlin 1 day ago in Procare Desktop / Internal Facing 0

Linked Refunds - Allowing CC and ACH Refunds through the Deposit Report

Childcare centers often need to process parent refunds as part of their routine accounting tasks. Currently, in Procare Desktop, navigating to Deposit Reports > Modify Batch presents a message (see attached screenshot) that may give users the i...
Shannon Nowak 3 months ago in Procare Desktop / External 0

TE POS should default to $0.00 if the balance is below $0.00 to avoid accidental refunds

Summary TSYS recently blocked some unusually large refund attempts that were unintentionally initiated at the point of sale. The issue stems from the TE POS screen defaulting the transaction amount to the account’s current ledger balance. This is ...
Preston Holden 5 days ago in Procare Desktop / Internal Facing 0

Update delivery status for newsletters to align with lead communications

We would like to request an enhancement to the way newsletter delivery status is displayed in Procare. Currently, when a newsletter is enqueued for background sending, the front end immediately shows it as "Sent." However, this is misleading, as t...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Newsletters 0 Future consideration

Expiring Payer Cards Notification/Report

Centers currently have no reliable way to track when payer credit cards are about to expire. While there was previously an "Expiring Cards" report in TE.com, it often failed to show accurate or relevant data, leading many centers to stop using it ...
Shannon Nowak 3 months ago in Procare Desktop / External 0

Contract Billing Proration

The request is for there to be an enhancement to the Automated Contract Billing feature, which would account for, and adjust the billing according to the enrollment date changing. If a child is enrolled 'as of' a date for the purposes of billing, ...
Jesse Hartman 8 days ago in Procare Desktop / Internal Facing 0

Custom Report - No Schedule or Billing

Customer Funded Report Request Customer is asking for a hybrid report that combines “Children with no Schedule” and “Children Without Contract Billing” Module/Asset: [FD/FA/AG/MT/AT/ED/PR/EL] FD, FA Type Preference: [Data View or Crystal ...
Jesse Hartman 15 days ago in Procare Desktop / Internal Facing 0

Custom Report - Enrolled Children by Classroom

Customer Funded Report Request Customer is asking for a custom report that is identical to the existing report FD_ChildEnrollment01.rpt except that the Gender column be replaced with a column for Tracking Category (Program) that shows the Tracking...
Jesse Hartman 15 days ago in Procare Desktop / Internal Facing 0

Custom Report - Attended Outside Schedule

Customer Funded Report Request Customer is asking for a simpler report than “Child’s Minutes Outside/Greater Than Scheduled” that only shows children who are clocked in past their closing time of 6pm, and children who attended during a day they we...
Jesse Hartman 15 days ago in Procare Desktop / Internal Facing 0