Child Enrollment report where the report date range has a start and end date, not just an as of date.
Total Count of kids that had status of Enrolled in that date range. Possibly list kids and their Enrolled date range in the report. Example: If kid's Enrolment Status history shows: Johny Smith Enrolled 1/1/2024 Withdrawn 5/4/2024 You run this rep...
1.) Payroll General Withholding summary report with drill down.
Summary list each named general withholding and total amount for the date range. Double click a named withholding - drill down reports employees for the withholding and their amounts making it up. So you double click on "Retirement" total 5,000.00...
The receipts from online TE transactions should be stored within DT. It would allow centers to print physical receipts for their records and give them another way to verify to parents that their payments have been received, should they ask for it.
Merge Letters Select by Family instead of by Student
Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balan...
Help centers hire/build staff like how we help build enrollment
so I am running into a lot of centers who are struggling with hiring staff which I believe is a nation wide crisis. I just got off the phone with a lady who was explaining to me how they were putting too much time and money into hiring, where eith...
With kids who live in foster homes or who's birth parents still interact with their kid, It would be nice to have that reflected in the information and relationships in Procare Desktop. That way there is mom/dad but also to option to select birth ...
Case Management Module for centers that provide additional resources/services to families. ability to track housing, resources sent, care plans, etc. Abillity to fill out full family information for resources, and not just basic info
Authentication/verification process for digital payment filing
Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...