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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

Add sick time to pay stub

As of January 1, 2024, Minnesota has implemented the Earned Sick and Safe Time Law - which requires sick time used and sick time available to be on employee's pay stubs. It simply has to be present, meaning the schools can handwrite this info onto...
Red Lake almost 2 years ago in Procare Desktop / Internal Facing 2 Already exists

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 12 months ago in Procare Desktop / Internal Facing 1 In Review

Audit or Audit Report for Billing Box

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Billing Boxes.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 12 months ago in Procare Desktop / Internal Facing 1 Future consideration

Audit or Audit Report for Schedule

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Schedules.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 12 months ago in Procare Desktop / Internal Facing 1 Future consideration

Prevent ledger from closing after posting

Currently, the only option to post to the ledger posts and closes the ledger in a single action. It would be very helpful if there were a 'save' button so that users can save their work as they go. The problem is that if multiple entries needed to...
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Exposure settings for pay codes

Adding exposure settings for pay codes would allow better control across multi-location setups. Some locations have need for specific pay codes that other locations do not need to have visibility on.
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 3 Will Not Implement

User/Timestamp data for Enrollment Status

Customer would like to see user and timestamp data for changes made to enrollment status within Desktop that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to ...
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 1 Planned

Agency Version of Primary Accounts @ 30 Day Aging - Details

Kama'aina Kids (BAM: 10859000) would like an Agency Version of the Primary Accounts @ 30 Day Aging - Details Location: Corporate Reports > Standard Reports > Family Accounting > Account Aging
Beth Carlin about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement