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CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Increased Password Security

Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / Other 0 Future consideration

Ability to have Volunteers or Visitors Sign in and Out

There have been many scenarios over time where a center needs to have someone enter their facility and track the sign in and out. The current workarounds we provide is creating a child called volunteer and have the people listed as parents, or cre...
Sirah Brautigam 12 months ago in Online Ideas Workspace / OL - Staff Check In & Timecard / Other 1 Future consideration

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Limit Number of Family Payments Per Month

BAM 62401610 wants to be able to limit the number of payments a family can make during a set time period. Because they are using TE, the school is charged per transaction, and the school would like families to help offset those fees, but their fam...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Disable Staff Only Checkbox

BAM 1774003 would like the option to disable the "staff only" checkbox in the incident report so that incident reports always go right out to families without needing to be approved, and staff can't accidentally check this box. They do not want st...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Daily Activities 0

Program Information Report

BAM 81473945 would like to be able to generate a Program Information Report with all information about the child that is captured in the software: attendance, parent info, meals, etc.
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Reports 0

Charts Generated from Data in Reports

BAM 81473945 would like our reports to automatically generate charts from data to show yearly progress to their leadership/board.
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Reports 0

Simplify Documents feature

Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too...
Guest about 4 years ago in Online Ideas Workspace / Other 0 Already exists

Archive a Message Thread

BAM 36408873 wants the ability to archive a thread so they're not seeing all messages in their inbox.
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Parent Messaging 0