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Pinned ideas

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.

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Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 8 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads 4 Planned

Prevent MyProcare duplicates in one school from stopping login to another school

When a parent is setup for MyProcare logins at multiple schools, an issue at one school prevents logins to all other schools. Often this could be at a school the parent no longer has involvement with and we need to reach out to a school that has n...
Justin Cook almost 3 years ago in Procare Desktop / Internal Facing 1 Planned

Staff Time Card/Attendance Sync

Many customers are needed the Staff time and attendance to sync between Family Engagement and Procare Desktop exactly like it does with the children. This would include SISO's using App with Pin or QR code synching to DT. This would also include S...
Elliott Tarrant over 2 years ago in Procare Desktop / Internal Facing 1 Planned

Add email field to setup wizard System Supervisor profile

When creating the first non-Admin system supervisor there's no place to include an email. This means that when we go to sync engagement functionality the primary user's profile doesn't attach to the profile from DT leading to attendance issues. We...
Courtney Iversen 10 months ago in Procare Desktop / Internal Facing 0 Planned

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Planned

Reporting for Lead Profile Fields

Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Reports 1 Planned

Change descriptor of ACH refund on merchant statements

When ACH refunds are initiated, the descriptor on the customer merchant statement comes through as "AC-PPD-Credit On Us" which is a odd and somewhat confusing descriptor and we would like this changed to "ACH Refunds" as this will be far more clea...
Nick Sarbaum over 1 year ago in TE Transactions / Operational Efficiency 0 Planned

Ability to customize recurring payment digital request wording

When the recurring payment digital form is sent out, it says to reach out if they received the message in error or didn't request a change, but it isn't clear who to reach out to. Customer would like the option to add their school email address or...
Shelby Hansen almost 2 years ago in Procare Desktop 0 Planned