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

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

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 5 months ago in Procare Desktop / Internal Facing 1 Future consideration

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 5 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 5 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 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Desktop / Engage Single Sign-On (SSO)

Customer is looking to use SSO for Desktop and Engagement Functionality.
Beth Carlin 11 months ago in Procare Desktop / Internal Facing 2 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 6 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 6 months ago in Procare Desktop / Internal Facing 3 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 12 months ago in Procare Desktop / Internal Facing 1 Will Not Implement