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Custom Report Request - Schedule Summary 4 Sections

Customer Funded request Customer would like to create either a custom Standard Report or a custom Data View to display the information found in the Standard Report 'Schedule Summary - Four Sections' but with an additional column that denotes 'Age ...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 2 In Review

Add link to Engagement materials under "Connected with Engagement" menu

It is difficult for center owners, directors, and teachers to find engagement help articles because most are held under the Procare Online section of the support site. A quick link to help them find the needed resources (parent-facing content, tra...
Courtney Iversen 6 months ago in Procare Desktop / Internal Facing 2 Will Not Implement

Attendance report grouping

Spoke with Ted from 27111297, he was trying to pull a Monthly Attendance Report for March of last year for licensing purposes and grouped it by "Primary Classroom." However, this grouping will put children in classrooms they are in now, rather tha...
Red Lake 12 months ago in Procare Desktop / Internal Facing 0

All payment declines should show on the Ledger - Desktop

Currently, not all payments show in Desktop.This can be due to a POS Transaction being run and being automatically declined, a parent payment being declined due to insufficient funds, etc. This leads to confusion between parents and staff and also...
Beth Carlin almost 2 years ago in Procare Desktop / Internal Facing 1 Future consideration

add a filter for account for Specific Charge/Credit Summary

When running Specific Charge/Credit Summary from the corporate view, it would be great to add a filter for account. For example, if a customer wanted to see all staff discounts in the month, it would be super handy to be able to pull actuals for a...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Add a billing period to invoices.

Add a billing period to invoices. The customer thinks that this could be a big step forward in customers being able to calculate an FTE value that ties to tuition billed. It is not really about what the parent sees but more about the accounting si...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 In Review

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean databa...
Chanel Carrigan about 2 years ago in Procare Desktop / Internal Facing 3 Already exists

Enhancement to myprocare new registration email

Customer wants a modified version of the new registration email that is sent to the school with details of the new registrant. They must keep signed paper copies of enrollment information for licensing, and the myprocare new registration email has...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Add multiple tables to Data Viewer (Account and Child)

Customer currently can only run data viewer reports by pulling account level info OR Child info. Customers want more flexibility with creating reports that have all the information for both Account lever items (Tracking, Uder defined, etc) and chi...
Elliott Tarrant about 2 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 1 In Review