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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 about 2 years ago in Procare Desktop / Internal Facing 1 Future consideration

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

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 6 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

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 3 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 3 months ago in Procare Desktop / Internal Facing 0 In Review

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 4 months ago in Procare Desktop / Internal Facing 1 In Review

Audit or Audit Report for Billing Box

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Billing Boxes.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 Future consideration

Audit or Audit Report for Schedule

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Schedules.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 Future consideration