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Procare Desktop

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Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 4 days ago in Procare Desktop / Internal Facing 1 In Review

Audit or Audit Report for Billing Box

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Billing Boxes.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 4 days ago in Procare Desktop / Internal Facing 0

Audit or Audit Report for Schedule

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Schedules.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 4 days ago in Procare Desktop / Internal Facing 1

Provide Archive of Print Electronic Agreement

Customer would like access to previously completed Recurring Payment Forms. For example, if a Chargeback is submitted, but it was in regards to the 2nd to last card where they filled out the electronic form and not the current card where they fill...
Beth Carlin 26 days ago in Procare Desktop / Internal Facing 2 Unlikely to implement

Enhancement to Enrollment Status Audit

Customer would like to see the timestamp when the status was originally created, in order to provide a complete audit trail for administrators.
Jesse Hartman 11 days ago in Procare Desktop / Enterprise Support 2

non-System Supervisor permission enhancements

Customer would like the ability to give non-System Supervisors a permission that allows access to individual school settings found under Configuration > System > Locations & Users Another related issue for them is that user groups access...
Jesse Hartman 20 days ago in Procare Desktop / Enterprise Support 0 In Review

MyProcare - ability for corp accts to turn on/off payments for individual centers

Montessori Kids Universe has all locations on one IKN, but found out that turning on/off payments for MyProcare is all or nothing. Some of their schools want it and some don't, but they're not able to do this because of the settings. It would also...
Shelby Hansen 7 months ago in Procare Desktop / External 0

Favorite Data Views

Customer would like a way to favorite the Data Views that they use most frequently, similar to how favorites in Standard Reports were done.
Jesse Hartman 20 days ago in Procare Desktop / Enterprise Support 1 Unlikely to implement

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 3 months ago in Procare Desktop / Internal Facing 0

Save email templates in email account statements feature

Centers send account statements on a weekly or monthly basis and have to retype their message every single time. Many centers have asked if we can save templates in there. A simple, yet delightful, add for our customers.
Courtney Iversen 3 months ago in Procare Desktop / External 0