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Reports with address

It would be very useful for our Canadian customers to have a report that meets the info they need for taxes that they can share with their parents. At the moment the reports that show them how much parents pay, do not show the addresses and then n...
Titus Gill over 1 year ago in Procare Desktop / External 0 Will Not Implement

Make parent numbers sync from Person Info

The parent phone numbers do not sync from DT to PE unless you add to the text message box and add the carrier. Almost every account I implement on PE I have to tell them to go do this and frankly they get really mad that they have to re-enter the ...
Guest about 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

Enhanced Billing Box Permissions

Customer would like expanded permission options for Billing Box, to allow users to open the Billing Box Window but not make any changes inside. Users sometimes need to reference Billing Box line items for specific children, but having to run a rep...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean databa...
Chanel Carrigan almost 3 years ago in Procare Desktop / Internal Facing 3 Already exists

Ability to customize recurring payment digital request wording

When the recurring payment digital form is sent out, it says to reach out if they received the message in error or didn't request a change, but it isn't clear who to reach out to. Customer would like the option to add their school email address or...
Shelby Hansen over 2 years ago in Procare Desktop 0 Planned

Add multiple tables to Data Viewer (Account and Child)

Customer currently can only run data viewer reports by pulling account level info OR Child info. Customers want more flexibility with creating reports that have all the information for both Account lever items (Tracking, Uder defined, etc) and chi...
Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Ability to turn off Parent messaging, for the parents.

I have had requests from numerous clients asking if there is a way to turn off the ability for parents to message the school. Clients still want to message families but it would be great if they could turn off the parent's ability to reply in sett...
Guest about 4 years ago in Online Ideas Workspace / OL - Parent Messaging 0

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Including training resources & webinars in Spanish.

Currently in the U.S, 13% of the population speaks Spanish at home, and Procare does not offer any resources for these communities. We work with diverse communities and it is important for our platform to offer inclusive options. To start we can o...
Brittney Karst about 4 years ago in Online Ideas Workspace / Other 6 Different Product

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information