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Enterprise Support

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

Paylocity API

Two customer have requested an API be built to connect with Paylocity for employee and payroll data.
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

User/Timestamp data for Child Schedules

Customer would like to see user and timestamp data for changes made to schedules 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 do so currently because...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. The desire is for each line item within a child's billing box would contain user data and a timest...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Future consideration

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 9 months ago in Procare Desktop / Enterprise Support 2 Will Not Implement

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 over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Linking Primary Classroom to Scheduled Classroom

Several enterprise customers have requested that, if a Scheduled Classroom is configured for a child record and active, that the Primary Classroom of the child record reflect what is scheduled rather than have each data point be separately configu...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Planned

Corporate version of FTE report

Customer wants to be able to pull their FTE data from a corporate report rather than location by location. They would like to see a corporate report that mirrors 'Weekly FTE Report by Classroom' found under Standard Reports > Family Data > C...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Planned

Permissions for Payment Rec tool

CDS has indicated that they would be unable to use the payment reconciliation tool as-is because they have concerns about misuse. They would like permissions associated with the tool in User Groups and Limits so that they can restrict access to it.
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 2 Already exists

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