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Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's ac...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 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 9 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Toggle box to prevent children being registered as pickups

One of the many pain points for the attendance tracker, is the center accidentally clicking new registration under the child's name. The parents will then try and register using that number and then it won't work and they have to call in to suppor...
Gregory Wilson about 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Schedule Manager

Customer would like a more efficient way to manage child schedules inside of Desktop. It is prohibitively time consuming to manually enter each child's schedule, and they would ideally like to see some kind of Schedule function that would allow fo...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 In Review

Prevent Licensing Update if the new v10 token will downgrade below applied modules

Procare Home > Configuration > License > Update License | Procare Home > Configuration > Update License When updating license, it should compare against the current v10 token and the v10 token that it is about to update to and preve...
Preston Holden over 1 year ago in Procare Desktop / Internal Facing 0 Future consideration

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 10 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 10 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 10 months ago in Procare Desktop / Internal Facing 1 Future consideration

Agency Version of Primary Accounts @ 30 Day Aging - Details

Kama'aina Kids (BAM: 10859000) would like an Agency Version of the Primary Accounts @ 30 Day Aging - Details Location: Corporate Reports > Standard Reports > Family Accounting > Account Aging
Beth Carlin 10 months ago in Procare Desktop / Internal Facing 0 Will Not Implement