Ideas

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.

At this time in the Desktop to Engage platform if an Enrolled student's status is changed to another status, for example Inactive or Graduated, a parent can no longer view the historical information available for the child like Billing and Photos....

Procare Desktop currently offers an integration with the non-SaaS version of Quickbooks, but this version of the software is being phased out by Intuit. There is a need for an integration with the QuickBooks Online platform which is replacing the ...

The absences show up on the Dashboard in FE and admin needs to approve them in order for the "Pending Approvals" to get to zero. This is just another step that admin do not want to do. There is currently no way to turn this off. Harrison Village C...

Customer would like an option to CC Specific Staff each time a newsletter is sent.Overall they are asking for a field where they can default who receives a copy of a newsletter each time a newsletter is sent

Customers need a robust Security Deposit feature, like in Procare Desktop. The current solution is to Charge the Family Ledger, Receive a payment, Create a Ledger Account, and Receive a payment. When ready to apply the payment to the family ledger...

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.