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Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Event sign-up capabilities

Many centers love using engagement to communicate with their parents. Customers have asked for the ability to have a live sign-up form to things like potlucks and class parties. Right now, they have to use another program like Signup Genius - it'd...
Courtney Iversen 11 months ago in Online Ideas Workspace / OL - Calendar 3 Future consideration

Bulk Download Data

With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Student Data 4 Future consideration

Custom Report Request: Allergy report w/ photos - by classroom

Customer funded request Customer needs a way to generate an allergy list for students that contains child photo, and is also sorted or grouped by classroom. The report also needs to contain additional information beyond just allergies, such as rea...
Jesse Hartman 28 days ago in Procare Desktop / Internal Facing 0

Add Materials field to Lesson Plans - Or allow users to add fields

Customer would like a Materials field added to lesson plans.It may also be beneficial to just allow for a way for users to add their own fields they need.
Beth Carlin 28 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Print Lesson Plan for one dae

Printing Lesson Plans currently prints for the entire week.Customer is looking to print just the lesson plan(s) for the day for the class.They want to post it at the classroom door.
Beth Carlin 28 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Add Staff Signature Option When SISO/Transfer Students

A center was recently cited by their state for R9-5-306 #1 which states that the attendance form is signed with at least a first initial of an individual 's first name and the individual's last name by each enrolled child's parent or individual de...
Taylor Swaney 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0 Future consideration

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 12 months ago in TE Transactions / Operational Efficiency 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen about 1 year ago in Online Ideas Workspace / Other 0

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Notifications 0