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Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 In Review

Filter by tracking in the Weekly FTE Report by Classroom Report

Customer would like to be able to filter by tracking items in the FTE Report. Weekly FTE Report by Classroom, found in Family Data & Accounting > Reports > Standard Reports Family Data > Classroom Schedule. For example, they have trac...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

Once the Corporate FTE report exists, add the ability to filter by Tracking items.

Customer was pleased to hear there would soon be a Corporate version of the FTE Report.Once it exists, they would like it to include the ability to filter by tracking items. For example, they have tracking items for subsidy and private payers and ...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

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 over 2 years ago in Procare Desktop / Internal Facing 3 Already exists

JotForm Integration: Allow for more than 1 active form

(for the customer-funded team)Kama'aina currently utilizes the JotForm integration.Right now the integration allows for one active form at a time.Before too long they would like to add at least a 2nd active form.This way they can have at least 2 r...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

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 over 2 years ago in Procare Desktop / Internal Facing 1 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 over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

User/School Permission for Show/Hide Charge Descriptions

Customer has schools on shared IKNThey want to allow users access to Charge / Credit Descriptions, but they want users to only be able to access and edit/hide for their own locations. If they have access to schools A and B, they can edit and hider...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 1 In Review

Auto update Classroom based on Enrollment Status

The customer would like Procare to automatically assign the Classroom alongside the child's schedule. This way, when the new schedule shows a child is scheduled for a new classroom on a new date, the system sees the new schedule and automatically ...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 3 Will Not Implement

Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 1 In Review