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Showing 59 of 2018

Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 9 months ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0 Future consideration

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin about 2 years ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern almost 2 years ago in TE Transactions / Center Daily Tasks 0 Future consideration

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum over 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Improvements to eDocs

Allow ability to search by student name in doc section of website. Searching by document name does not add value as many students receive the same document. Also, improve ability to filter by approval date. This currently groups all docs per stude...
Guest about 4 years ago in Online Ideas Workspace / OL - Documents 2 Future consideration

In PO/PE, on a child's profile there is a tab called "Documents" that has nothing to do with the new documents feature we recently released, this is confusing and should be renamed.

The screen shot shows where there is a documents tab on the child profile. However this section does not tie into the "Documents" feature and can be confusing to users. Suggesting we re-name this tab to "Files" or something similar without using t...
Dustin Jones about 4 years ago in Online Ideas Workspace / OL - Documents 1 Will Not Implement

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Kelly Kohlhagen over 1 year ago in Online Ideas Workspace / OL - Documents 0 In Review

Notification for when a parent uploads a document

Some schools ask families to upload documents throughout the year (i.e. for immunization records). It would be helpful to provide a notification for these.
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum over 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Add the Child Plud Upload Documents functionality to Procare Online / Engagement

Add in the functionality to - Select what documents are required from families for the student.- Send a link to the parents for the documents- Include validation with name and birthday- Clearly show what documents are required and how to upload them
Beth Carlin 7 months ago in Online Ideas Workspace / OL - Documents 0 Needs More Information