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Closed status Maintenance restrictions

Update Maintenance to either: a) not update the center status from 940-Closed or b) do not sent maintenance if the center status is 940-Closed
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Boarding / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

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

Tuition Express Payments by type Report - Only allow users to see information for their school

Standard Reports>Tuition Express>Tuition Express-Transactions >Tuition Express Payments by type Report The customer has multiple schools on one IKN When a user accesses this report, they can access more than just their school. Users would...
Beth Carlin about 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration

Corporate Report of the Agency Accounts Only

The customer would like a Corporate version of the Standard Reports- Agency Accounting-Account Balance Summary-Agency Accounts Only
Beth Carlin about 1 year ago in Procare Desktop / Enterprise Support 1 Will Not Implement

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

Data View - Child All Enrollment Status Changes

Customer would like to see a Data View table just like Child All Enrollment Status, except that instead of pulling all children with enrollment statuses active between the data parameters, the customer would like a view of children who have an enr...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Child Photos in DV: Child Information (Tracking)

Individual Kiddie Academy locations have a longstanding complaint about how the child information (tracking) DV table doesn't allow the option to see photos similar to how it does on the account information data viewer report. Other KA locations h...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Planned

Adjusted Payment Post Dates

Kiddie Academy uses ledger lock to close their books every Friday. When Payments are made by families over Saturday and Sunday, they are posted to a 'closed' week which causes them to have to reopen their ledger for that time period. Ideally they ...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review