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Allow users to print a report for Batch Recurring Payments Request or fix the Tuition Express ID Report

Customer used the Tuition Express ID -Not Signed Up report as a part of their acquisition process. Functions > Family Accounting > Batch Recurring Payments Request can be used to find the information, but the information cannot be printed ou...
Beth Carlin 21 days ago in Procare Desktop / Internal Facing 0

POS Transactions "View Declines" Option

Add a "view declines" option for the POS Transactions report so customer can view successful and declined POS payment in one report. This would help larger customer not have to run two reports for each of there schools to see which POS payment whe...
Liam McCarthy 6 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak about 1 year ago in TE Transactions / Center Daily Tasks 0 In Review

Incident notifications for admins

Customer from BAM 34840000 says that the admins at her location need to be notified when there is an incident report made, so they can approve it as soon as possible and notify the families. After some testing, myself and another agent confirmed t...
Red Lake about 1 year ago in Online Ideas Workspace / OL - Daily Activities / OL - Notifications 0 In Review

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Attendance Reports in the Corporate Dashboard

Allow Corporate Dashboard users to run attendance reports for all schools at once. A current customer who has 18 sites and will eventually have 45 sites has made this request. He needs to pull daily attendance reports for each school; without atte...
Imane Ghandi 7 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Health Check on Attendance Report

In NY, licenses and programs need to run a single report and see the staff record a "health check" note on their attendance report.
Emma Hogan about 1 year ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Custom Report - No Schedule or Billing

Customer Funded Report Request Customer is asking for a hybrid report that combines “Children with no Schedule” and “Children Without Contract Billing” Module/Asset: [FD/FA/AG/MT/AT/ED/PR/EL] FD, FA Type Preference: [Data View or Crystal ...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 0

Custom Report - Enrolled Children by Classroom

Customer Funded Report Request Customer is asking for a custom report that is identical to the existing report FD_ChildEnrollment01.rpt except that the Gender column be replaced with a column for Tracking Category (Program) that shows the Tracking...
Jesse Hartman about 2 months ago in Procare Desktop / Internal Facing 0

Custom Report - Attended Outside Schedule

Customer Funded Report Request Customer is asking for a simpler report than “Child’s Minutes Outside/Greater Than Scheduled” that only shows children who are clocked in past their closing time of 6pm, and children who attended during a day they we...
Jesse Hartman about 2 months ago in Procare Desktop / Internal Facing 0