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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 about 1 year ago in Procare Desktop / Internal Facing 2 Will Not Implement

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

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

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

Add CVV field to the Tuition Express Authorization Form

The Tuition Express Authorization Form that some centers use to gather CC information from parents does not have a field for the CVV. The new hpp_profile update in Desktop now requires the CVV for stored cards, so centers are not able to get the n...
Liam McCarthy 3 months ago in Procare Desktop / Internal Facing 1

Allow for Split Payments without creating multiple accounts

Procare Desktop now allows for more than one payment method to be saved to an account.Customer would like the ability to split parent recurring payments without having to create separate family Desktop accounts.Current Process for split payments: ...
Beth Carlin 3 months 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

Desktop Report: Employee Turnover Percentage

This report would scrape data from the employee work history. The database could perhaps scrape data from the classroom configurations to see the average number of employees or even simply pull from employee statuses. The number of separations div...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0

Desktop Report: Enrollment Over Time

(with command prompt to pull week over week, month over month, quarter over quarter, year over year, etc.). This report would be an elaboration on Enrolled Status Summary but with the statuses on the y axis and the time increments on the x axis to...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration