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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

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

Merchant ID Validation in QueenBee

In QueenBee, a Merhcant ID can be configured to set up the integration with Tuition Express, however it is a free form number entry and can have user error introduced that causes problems downstream. It would be helpful to enforce either a soft ch...
Preston Holden 9 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Need ability to set Staff SISO parameters to adhere to schedules.

Customers would like the option to set Staff clock-in parameters to help them adhere to a schedule.
Chasity Dorsey about 1 year ago in Online Ideas Workspace / OL - Staff Check In & Timecard 0 Future consideration

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 7 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

Bank Sync with Expense Tracking

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...
Jose Arias 27 days ago in Online Ideas Workspace / OL - Billing & Accounting 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 3 months ago in Online Ideas Workspace / OL - Notifications 0