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Procare Desktop

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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The Introducing Myprocare letter (MP01) is outdated.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 8 months ago in Procare Desktop / Internal Facing 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 over 1 year ago in Procare Desktop / External 0 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 8 months ago in Procare Desktop / External 1 In Review

Centralized Billing Enhancements

Customer would like an easier way to setup and manage Billing Boxes in order to facilitate more efficient centralized billing. A way to review, edit, and save billing box item amounts in one window, with the items grouped by account and then child...
Jesse Hartman about 1 month ago in Procare Desktop / Enterprise Support 1 In Review

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 4 months ago in Procare Desktop / Enterprise Support 0 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 12 months ago in Procare Desktop / External 0 In Review

Remove Age Range from Enrollment Status Summary Report

The Enrollment Status Summary Report in Desktop (Reports > Standard Reports > Family Data > Child Enrollment > Enrollment Status Summary) includes a built-in age filter (Age in Months; Range: 0–1200 months). This restriction creates re...
Shannon Nowak 2 months ago in Procare Desktop / External 0 In Review

View only permission for Billing Box

Customer would like a new permission that would allow User Groups to open a child's Billing Box to view their billing setup, but not make any changes. Currently if you restrict access to the Billing Box, the user encounters an error and are unable...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0 In Review

Custom report for Security Deposit

-Customer Funded Queue- Customer is requesting a report be built with: The report would ideally reference an enhancement that is documented in a separate Aha - DESK-I-270. Report parameters would be a typical filter, but no date range picker The r...
Jesse Hartman 4 months 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 4 months ago in Procare Desktop / Internal Facing 1 In Review