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Customer Log Default

Invoices sent out should automatically be added to the customer log and make the user responsible for turning it off if they don't want the option. The box is small and not a very visible reminder when your in the middle of billing.
Guest 19 days ago in Desktop User Suggestions 0

Fix Tuition Express

Why has there been so many issues with billing and tuition express lately? We've been using this for a few years and just recently it's been awful.
Guest 19 days ago in Desktop User Suggestions 0

MFA

Please add multi-factor authentication to the app and online version. We hold a lot of data and family information in these platforms and it seems irresponsible that you all would not have this.
Guest 19 days ago in Desktop User Suggestions 0

Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Procare Online Ratio Monitoring Sync

Allowing staff check-ins made through Procare Check-In to sync with Procare Online (also known as Procare Engagement)
Guest 21 days ago in Desktop User Suggestions 0

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Students BIrthdays

PLEASE add students birthdays back to the dashboard. It has employees birthdays listed but now the students are missing .
Guest 24 days ago in Desktop User Suggestions 0

corp controls over who receives declined payment notifications

I have staff receiving confidential declined parent payment notifications that have no business receiving this information. I also have NO control to change this. This puts our operation at risk for adversely sharing confidential client information.
Guest 25 days ago in Desktop User Suggestions 0

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information