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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

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

Employee Self-Service Functionality

Customer would like to see us develop a way for employees to view and manage their schedule and benefits (PTO/Sick requests for administrators to approve/deny) without having to request printouts from administrators.
Jesse Hartman 6 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Custom report for Security Deposit

-Customer Funded Queue- Customer is requesting a report be built with: The report would ideally reference an enhancement that is documented in a separate Aha - DESK-I-270. Report parameters would be a typical filter, but no date range picker The r...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 0 In Review

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 4 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 4 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 4 months ago in Procare Desktop / Internal Facing 0 Future consideration

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 4 months ago in Procare Desktop / Internal Facing 0 Future consideration