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Procare Desktop

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Document Management Enhancements

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.
Zack Marty 11 days ago in Procare Desktop / Enterprise Support 0 In Review

Modernize Introducing MyProcare (MP01) Template

The Introducing Myprocare letter (MP01) is outdated. The branding displays the old Tucker, and the verbiage for the buttons parents are to press is incorrect. Additionally, there is no mention of viewing financial reports on MyProcare.com.
Zachary Keith 5 months ago in Procare Desktop / Internal Facing 0 In Review

Custom report for select descriptions

-Customer Funded Queue- Customer is requesting a report be built with: Identical report parameters as the 'Selective Charge/Credit Summary' (FA_SelectiveAnnualStatement01) The report would ideally reference an enhancement that is documented in a s...
Jesse Hartman 18 days ago in Procare Desktop / Internal Facing 0 In Review

Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman 18 days ago in Procare Desktop / Internal Facing 1 In Review

Batch % discount

Batch Billing Box only allows for flat dollar batch posting, many users have asked if there's a way to batch post percentage discounts. This would not only help in the case of applying sibling/family discounts quickly but would also help if center...
Courtney Iversen 5 months ago in Procare Desktop / External 1 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 about 1 year ago in Procare Desktop / External 0 In Review

User/School Permission for Show/Hide Charge Descriptions

Customer has schools on shared IKNThey want to allow users access to Charge / Credit Descriptions, but they want users to only be able to access and edit/hide for their own locations. If they have access to schools A and B, they can edit and hider...
Beth Carlin about 1 month ago in Procare Desktop / Internal Facing 1 In Review

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 8 months ago in Procare Desktop / External 0 In Review

Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman about 2 months ago in Procare Desktop / Internal Facing 1 In Review

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin about 2 months ago in Procare Desktop / Internal Facing 1 In Review