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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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Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

On the POS Transactions page of TE.com it will show transactions labelled as "Invalid" in addition to declines when the View Declines box is checked. However, these invalid transactions don't show on the ACH Returns/Credit Card Declines or any oth...
Liam McCarthy about 1 month ago in TE Transactions / Center Daily Tasks 0 In Review

Cadence - Add Ability To Import Payments To Individual Split Ledgers

Currently when importing payments from the Reports>Financials>Actions screen, the import template only allows to import with the Family ID. This is fine for Regular families, but when it's a Split family the payment only goes to the Combined...
Kevin Vergel-De-Dios 18 days ago in SCW 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The Introducing Myprocare letter (MP01) is outdated.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 6 months ago in Procare Desktop / Internal Facing 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 6 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

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 about 2 months ago in Procare Desktop / Enterprise Support 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 about 2 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 10 months ago in Procare Desktop / External 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 2 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 2 months ago in Procare Desktop / Internal Facing 1 In Review