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Tuition Express Payments by type Report - Only allow users to see information for their school

Standard Reports>Tuition Express>Tuition Express-Transactions >Tuition Express Payments by type Report The customer has multiple schools on one IKN When a user accesses this report, they can access more than just their school. Users would...
Beth Carlin about 2 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Child Record indicators

Kiddie Academy reported that during the initial enrollment process when a child's record is being configured/setup (enrollment status, relationships, billing box, schedule, etc.), some items can be missed or forgotten which has downstream impacts ...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 1 Planned

Corporate Report of the Agency Accounts Only

The customer would like a Corporate version of the Standard Reports- Agency Accounting-Account Balance Summary-Agency Accounts Only
Beth Carlin 2 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Schedule Lock

Customer wants more accurate historical reporting for schedules, and has expressed a need to 'lock' schedule information after a particular threshold is met, to ensure reporting accuracy. " For historic records, the end goal would be that when a w...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 0

Schedule template restrictions

Customer expressed a need to restrict non-System Supervisor users from changing the default field values on any given schedule template that is created for, or already associated with a child record: Classroom Name Day In Out 'Start Date' and 'End...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 2

Ability to hide, delete, or deactivate existing schedule templates

Would like to see the ability to better manage schedule templates. Specifically, old schedule templates are unable to be hidden or removed via the Schedule Templates manager if they are in use - it would be very helpful to be able to remove the sc...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Future consideration

Paylocity API

Two customer have requested an API be built to connect with Paylocity for employee and payroll data.
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Expanded Royalty Report

Kiddie Academy has needed an expanded version of the Royalties Report found at Standard Reports > Family Accounting > Charge/Credit Summary > Royalties Report for several years. They want the first page of the report to remain the same as...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0 In Review

Data View - Child All Enrollment Status Changes

Customer would like to see a Data View table just like Child All Enrollment Status, except that instead of pulling all children with enrollment statuses active between the data parameters, the customer would like a view of children who have an enr...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

Child Photos in DV: Child Information (Tracking)

Individual Kiddie Academy locations have a longstanding complaint about how the child information (tracking) DV table doesn't allow the option to see photos similar to how it does on the account information data viewer report. Other KA locations h...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0