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Showing 117 of 2020

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 about 1 year ago in Procare Desktop / Enterprise Support 2 In Review

View only permission for Billing Box

Customer would like a new permission that would allow User Groups to open a child's Billing Box to view their billing setup, but not make any changes. Currently if you restrict access to the Billing Box, the user encounters an error and are unable...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 0 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 over 1 year ago in Procare Desktop / Enterprise Support 1 In Review

Need Improved scaling in DT for Computer monitors that are scaled up higher above 100%

Currently in DT, certain screen such as Myprocare New imports or Deposit report will lose their features and buttons when the user, ( usually on a laptop) increases the monitors Scale settings greater than 100%. For older users who have vision iss...
John Michaels almost 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Wording of a User groups and permission field should be changed to view only

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
John Michaels 8 months ago in Data Platform / Platform Improvements 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 over 1 year 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 over 1 year 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 over 1 year ago in Procare Desktop / Enterprise Support 1 Will Not Implement

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 over 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration

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 over 1 year ago in Procare Desktop / Enterprise Support 2 Will Not Implement