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Enterprise Support

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Archive old users

System Configuration > Locations & Users > Procare users Customer reported that for their situation (many locations under a single IKN), it would be very useful to be able to archive inactive users and remove them from the view of active...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 1

Desktop Procare Email: Easy Access to copies of emails sent or CC option

Configuration > System > Regions & Schools > Set Options > General > Messaging Options > Service Provider set to Procare Customer would like this setting to allow for users to access copies of the emails they have sent after ...
Beth Carlin almost 2 years ago in Procare Desktop / Enterprise Support 3 In Review

Adjusted Payment Post Dates

Kiddie Academy uses ledger lock to close their books every Friday. When Payments are made by families over Saturday and Sunday, they are posted to a 'closed' week which causes them to have to reopen their ledger for that time period. Ideally they ...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

Automated Emails from DT

Kama'Aina Kids - 10859000 Customer would love to see a feature in DT that would allow them to setup an automated and recurring email to her parents. The intent would be to send out statements or reminders to parents based on an email template they...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Option to clear TE profiles

Customer would like an option inside of Desktop that would allow them to clear all Tuition Express profiles for all families at once. At the end of each year they want to easily clear profiles and collect newly completed authorization forms from t...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0

Dayforce integration or API

Customer uses Dayforce as their time and attendance solution, and need to have a connection with Desktop where they can sync attendance data in real time so that the information on their dashboard (engagement) is accurate. Ideally it would be from...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule. Default line items associated with a schedule template would al...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 In Review

Greater flexibility with Standard Amounts

Customer would like to be able to apply Standard Amount adjustments to specific subsets of accounts when using the button to update billing boxes. Configuration > System > Accounting Management > Family Accounting > Standard Amounts Wh...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 Planned

Chip Reader for credit/debit cards

Customer has reported that a family's card was flagged by their bank as a fraudulent charge because the card was swiped instead of using the EMV chip on their card. Customer is extremely concerned that the industry is moving along and we are not k...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 1

Option to auto-email statement upon withdrawal

Customer would love to have an option they can opt into that sends an account statement via email to families on the date of withdrawal. Once an end date is configured on the child's record, if they are the only remaining active child on the accou...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0