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Charge/billing cycle report

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...
Shelby Hansen over 2 years ago in Procare Desktop / External 0 Will Not Implement

There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Tam Roberson over 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function
Owen Carlson over 2 years ago in Procare Desktop / External 0 Will Not Implement

Option to auto-email statement upon withdrawal

Customer would love to have an option they can opt into that sends an account statement via email to families on the date of withdrawal. Once an end date is configured on the child's record, if they are the only remaining active child on the accou...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Warning when emailing hidden families

Customer would like there to be an alert of some kind within the batch email functionality (either Email Account Statements or Email Accounts) that lets the user know when they are about to send an email to one or more accounts that are marked as ...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 Will Not Implement

SSO for Myprocare

Customer wants to have families enter a SSO gateway called 'Lex' in order to access myprocare to provide a more seamless experience. Their goal is to have a single digital ecosystem where their access points can be routed through. They are launchi...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Batch Delete Billing Box Items

Kiddie Academy franchisee requested that there be a method by which users could batch delete Billing Box Entries. Having to go into each child's billing box to remove old recurring billing descriptions is very labor intensive.
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 4 Planned

Third party hardware integration

Customer provided feedback about our current physical access hardware (feedback relevant for both KES and FPR). Customer understands that we are planning to build physical access hardware in the future, but needs a contactless option now. They wan...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Jotforms Integration - Custom

Prep Schools wants to integrate Jotforms with their intake process through myprocare.
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 Future consideration

Add multiple tables to Data Viewer (user defined & Tracking)

Current functionality only enables users to run reports with tracking items OR user defined fields. Customers need to report using both. We need to add a data view tool that enables users to use report using multiple data tables.
Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement