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Enterprise Support

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Additional Schedule Permissions

Customer wants to prevent certain users from making changes to schedules that have been applied from a schedule template. They would like users to be able to select preconfigured schedule templates through the dropdown menu in the Schedule window,...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

PersonGlobalID remaining the same when performing a data transfer

The request is for PersonGlobalID to remain the same when performing a data transfer.
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Aging Report - Show if the account has an active Tuition Express account

The customer would like the Aging Report to show the Tuition Express Account. They currently use these 2 Aging Reports 1) Account Aging and 2) Account Aging w/Tracking. More specifically, they requested a custom aging report and would like this re...
Beth Carlin 10 months ago in Procare Desktop / Enterprise Support 2 In Review

Account Aging Report with tracking that includes children's names

The customer would like a way to generate an account aging report with tracking that includes children's names. It would assist their school-age division, which is organized into districts and multiple school locations in Procare. These locations ...
Beth Carlin 10 months ago in Procare Desktop / Enterprise Support 2 In Review

Child Schedule and FTE numbers in Data Viewer

Little Sprouts reported that they regularly export Data Views for administrative and analytics purposes, and would love to see a table that contained child schedule with FTE calculations as an option. There has also been a fair number of other Ent...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 1 In Review

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 almost 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

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 12 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 12 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 12 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Automated Deposit Reports

Customer has a difficult time ensuring that payments (TE, cash or check) inside of deposit reports (Functions > Family Accounting > Deposit Reports) are properly assigned and closed. Payments have to be checked, a post date assigned, the acc...
Jesse Hartman 6 months ago in Procare Desktop / Enterprise Support 2 Will Not Implement