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Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 11 months ago in Online Ideas Workspace / OL - Subsidy 4 In Review

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 11 months ago in Online Ideas Workspace / OL - Subsidy 4 In Review

Attendance Based Subsidy Solution

Centers are often reimbursed based on Attendance. While they invoice private pay families a set, weekly amount. State and County subsidies often take into consideration: The Student's AttendanceThe number of Weekdays in a monthThe number of Holida...
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Subsidy 6 In Review

Allow Subsidy Line Items to be edited

After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Subsidy 3 In Review

Incorrect image showing on Subsidy Ledger screen

When navigating to the Subsidy section and clicking into a newly created subsidy ledger, the image does not align with the content. It shows an image of attendance, as seen in the added file.
Kami Lee 11 months ago in Online Ideas Workspace / OL - Subsidy 0 In Review

Include state name in Milestone data in QueenBee

When customers have questions/issues with Milestones there's no way to tell which state's milestones are already applied. The numbers give an indication but no concrete way to tell which state milestones are applied.
Courtney Iversen over 1 year ago in Data Platform / Platform Improvements 0

Wording of a User groups and permission field should be changed to view only

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
John Michaels 7 months ago in Data Platform / Platform Improvements 0

Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook over 1 year ago in Data Platform / Power BI Report 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

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest over 1 year ago in Data Platform / Power BI Report 0