Procare Solutions Internal Ideas Portal

Pinned ideas

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.

All ideas

Showing 1804 of 1804

11 VOTE

Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...

Brian Bistline 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

20 VOTE

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...

Brian Bistline 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

4 VOTE

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 about 1 month ago in Online Ideas Workspace / OL - Notifications 0

1 VOTE

Adding additional report to Child Specific Reports options

We use the "Child: Information Sheet w/Categories (Landscape)" report almost daily, and aside from the beginning of the school, we are most likely only using it for one child at a time. It would be beneficial to have this report listed as an optio...

Guest 13 days ago in Desktop User Suggestions 0

1 VOTE

Every Child Report should include birthdate and be sortable by birthdate youngest to oldest

The age of the children in care drives so many compliance related decisions...class composition, specified age of class, ratios, etc. The currently clocked in reports in Procare Engage do not include birthdate. Other reports have birthdate but the...

Guest 13 days ago in Desktop User Suggestions 0

1 VOTE

Allow Data Viewer "Currently Clocked In" reports in Desktop to only return results for the filtered account list AND/OR allow column customization of the Currently Clocked In report in Procare Engage

We have children who stay beyond our 2:30 Preschool program release time--those children are "tagged" in Procare Engage as Full Day and they are "tracked" in Procare Desktop as Extended Care. We created a report needed for building our afternoon E...

Guest 13 days ago in Desktop User Suggestions 0

1 VOTE

Procare - Canadian Daycare - Tax Reciepts by child

As a Canadian Daycare, we are required by Canadian income tax legislation to provide Income Tax receipts for amounts paid by child, not by FAMILY/PAYER/ACCOUNT. If there was a way to link the Child ID to the payments & billing amounts on the a...

Guest 13 days ago in Desktop User Suggestions 0

1 VOTE

Push out reports again

What is the status of pushing out reports for transactions??? Not having these reports and notifications of CC declines and ACH returns pushed out is awful. Is there a setting in place to get these back? All the issues we have seen this year with ...

Guest 13 days ago in Desktop User Suggestions 0

1 VOTE

Tuition Express Report for Expiring Cards

Prior to the migration of tuition express, we could run a report to determine which accounts have expiring credit cards on file. This is an important tool to help prevent busy parents from getting stuck with extra fees. We sell them on autopay wit...

Guest 14 days ago in Desktop User Suggestions 0

9 VOTE

Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...

Brian Bistline 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information