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Custom Report Request - Schedule Summary 4 Sections

Customer Funded request Customer would like to create either a custom Standard Report or a custom Data View to display the information found in the Standard Report 'Schedule Summary - Four Sections' but with an additional column that denotes 'Age ...
Jesse Hartman 10 months ago in Procare Desktop / Internal Facing 2 Planned

Need a history of Employee Pay Rates to track progression over time

Currently an employee's pay rate is a single field and when it gets updated there's no history of the previous entry. It can be deduced by manually digging through previous paychecks but keeping a history would provide clear information to the cen...
Justin Cook over 3 years ago in Procare Desktop 0 Will Not Implement

Linking Primary Classroom to Scheduled Classroom

Several enterprise customers have requested that, if a Scheduled Classroom is configured for a child record and active, that the Primary Classroom of the child record reflect what is scheduled rather than have each data point be separately configu...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Planned

Automated Deposit Reports

Customer has a difficult time ensuring that payments (TE, cash or check) inside of deposit reports (Functions > Family Accounting > Deposit Reports) are properly assigned and closed. Payments have to be checked, a post date assigned, the acc...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 2 Will Not Implement

FTE report by status/month

Email from customer: On a monthly basis, I essentially want to reconcile our Sales Commissions for the company (we have 4 modules! (Little Sprouts, Building Blocks, Heartworks, STEAMworks & Loveworks, and Child’s World Academy). But this custo...
Shelby Hansen over 2 years ago in Procare Desktop / External 0 Will Not Implement

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

Direct Deposit Bank Account Offset Adjustments- Unmask bank account

Procare DT - Extra - Payroll Direct Deposit:Direct deposit is configured to create an Offset Account – a Balanced Account. Direct deposit Extra is configured with center bank account check marked "Include As Offset Account". The Issue:The direct d...
Preston Holden over 2 years ago in Procare Desktop / External 1 Already exists

Remove the Sys,Sys from corporate reports

Customer reported that when they run a corporate enrollment report, it shows a school named 'Sys' that has a single enrolled student named 'Sys, Sys' Corporate Reports > Family Data > Child Enrollment > Child Enrollment Status Customer wa...
Austin Branham 11 months ago in Procare Desktop / External 4 Planned

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 11 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Corporate version of FTE report

Customer wants to be able to pull their FTE data from a corporate report rather than location by location. They would like to see a corporate report that mirrors 'Weekly FTE Report by Classroom' found under Standard Reports > Family Data > C...
Jesse Hartman almost 2 years ago in Procare Desktop / Enterprise Support 0 Planned