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

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 4 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 4 months ago in Procare Desktop / Internal Facing 3 Will Not Implement

Desktop / Engage Single Sign-On (SSO)

Customer is looking to use SSO for Desktop and Engagement Functionality.
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 2 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 5 months ago in Procare Desktop / Internal Facing 1 In Review

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 In Review

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 2 Future consideration