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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

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

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 almost 2 years ago in Procare Desktop / Enterprise Support 0 Planned

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

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 2 years ago in Procare Desktop / Enterprise Support 3 Will Not 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 2 years 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 2 years ago in Procare Desktop / Enterprise Support 1 Will Not Implement

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 about 1 year ago in Procare Desktop / Enterprise Support 2 Already exists

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