Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Enterprise Support

Showing 62 of 1013

Prevent ledger from closing after posting

Currently, the only option to post to the ledger posts and closes the ledger in a single action. It would be very helpful if there were a 'save' button so that users can save their work as they go. The problem is that if multiple entries needed to...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Exposure settings for pay codes

Adding exposure settings for pay codes would allow better control across multi-location setups. Some locations have need for specific pay codes that other locations do not need to have visibility on.
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 3 Unlikely to implement

User/Timestamp data for Enrollment Status

Customer would like to see user and timestamp data for changes made to enrollment status within Desktop that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to ...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 Planned

Report that shows all the Credit/Charge Descriptions that are currently exposed per school on IKN with multiple schools.

Corporate user is looking for a report that shows all the Credit/Charge Descriptions that are currently exposed per school on IKN with multiple schools.
Kelsey Boyd about 1 year ago in Procare Desktop / Enterprise Support 0 Future consideration

KARES import process - user warning

KA has requested a feature for the KARES import process that would notify or warn a user when a child is moving between schools.
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 0

Parent notifications of changes to ledger

Customer would like to see a feature that would notify payers via email when there have been changes made to their ledger. The business case is that while the customer has the ability to send out a bulk email to families about charges being proces...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0

Charge Description Archive / Filter

Customer would like a system where they would be able to 'archive' legacy charge/credit descriptions that are no longer in use. The current Charge/Credit Descriptions window inside of System Configuration > Accounting Management > Family Acc...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Corporate report version: specific summary - Agency Accounts Only

Customer has requested a new Corporate Report that is a variant of an existing Corporate Report. Starting report would be Standard Reports > Agency Accounting > Charge Credit Summary > Specific Summary - Agency Accounts Only The request i...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Time Card Approval w/ Initials

Customer reported a need to have more information on an existing Standard Report inside of Desktop. Report: Employee Data > Time Card > Employee Time Card Approval In the right hand side of the report are three columns under a 'Time Card App...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Needs More Information

Config option to lock payments once posted to ledger

Creative World - 80490671 Customer reported that they want to greatly limit the ability of staff to change payments that have been posted to the system. They would like a configuration option that System Supervisors can enable which would automati...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0