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Transfer more data into Online

Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
Chasity Dorsey about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3 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 about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

add an ALL ROOMS option to the Edit Room Assignment window

When I am training, I often recommend that Admin staff, in particular, be assigned to All Rooms. If there are a lot of rooms, it can be cumbersome to have to check each room and it's easy to miss one room. It would be nice if there was a box that ...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Staff Management 0 Future consideration

Zero Invoice Emails Options to send

We used to allow email notifications for zero invoices and because some customers complained their parents were complaining about the number of emails being sent, we disabled the ability to send zero invoices-despite the toggle that could have bee...
Kristy Sutton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

A report that provided Individual Activities recorded by classroom and by child

Big Blue Marble Academy would find a report that would provide a breakdown the individual classroom activities recorded by classroom within a given time period that could also be filtered by activities by child for a given time period extremely va...
Guest 8 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Reports 4 Planned

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Customer would like the ability to add attachments to the calendar invites

BAM1794892 Customer would like the ability to add attachments to the calendar invites
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Calendar 0

Customer would like to be able to see profile fields they add within the mobile app

BAM 69473017 Customer would like to be able to see the profile fields they add within the mobile app
Pam Littleton about 1 month ago in Online Ideas Workspace / Other 0

Customer would like another option for the share embed website code to include an option for multifamily reg

BAM 26259986 Customer would like another option for the share embed website code to include an option for multifamily reg. form so parents can register using the correct form on their website
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Leads 0