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Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Event sign-up capabilities

Many centers love using engagement to communicate with their parents. Customers have asked for the ability to have a live sign-up form to things like potlucks and class parties. Right now, they have to use another program like Signup Genius - it'd...
Courtney Iversen 11 months ago in Online Ideas Workspace / OL - Calendar 3 Future consideration

Bulk Download Data

With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Student Data 4 Future consideration

Bank Sync with Expense Tracking

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...
Jose Arias 27 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Notifications 0

Add Staff Signature Option When SISO/Transfer Students

A center was recently cited by their state for R9-5-306 #1 which states that the attendance form is signed with at least a first initial of an individual 's first name and the individual's last name by each enrolled child's parent or individual de...
Taylor Swaney 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0 Future consideration

Zero Invoice Emails Options to send

We used to allow email notifications for zero invoices and because some customers complained their parents were complaining about the number of emails being sent, we disabled the ability to send zero invoices-despite the toggle that could have bee...
Kristy Sutton 28 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 12 months ago in Online Ideas Workspace / Other 0

Added features to Procare Engage Staff clock-in to allow staff to select specific funding sources for their shift to be costed to.

We would love to be able to use the Procare Engage staff clock-in through the Engage app, but we can not because the staff can only choose their classroom when clocking in through Procare Engage. In Procare Check-in we are able to set up grant and...
Guest 8 months ago in Online Ideas Workspace 0

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson over 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection / OL - Student Data 0 Future consideration