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Allow for Split Payments without creating multiple accounts

Procare Desktop now allows for more than one payment method to be saved to an account.Customer would like the ability to split parent recurring payments without having to create separate family Desktop accounts.Current Process for split payments: ...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Employee Self-Service Functionality

Customer would like to see us develop a way for employees to view and manage their schedule and benefits (PTO/Sick requests for administrators to approve/deny) without having to request printouts from administrators.
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Ability to hide, delete, or deactivate existing schedule templates

Would like to see the ability to better manage schedule templates. Specifically, old schedule templates are unable to be hidden or removed via the Schedule Templates manager if they are in use - it would be very helpful to be able to remove the sc...
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 1 Will Not Implement

add incremental hourly formulas to default formulas

most of our customers who need an hourly rate applied to their kiddos need it on an incremental basis. For example, if a child is there for any portion of an hour they will get charged for a full hour. Right now, the desktop default formulas actua...
Courtney Iversen over 2 years ago in Procare Desktop / External 2 Will Not Implement

Desktop Report: Employee Turnover Percentage

This report would scrape data from the employee work history. The database could perhaps scrape data from the classroom configurations to see the average number of employees or even simply pull from employee statuses. The number of separations div...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0

Desktop Report: Enrollment Over Time

(with command prompt to pull week over week, month over month, quarter over quarter, year over year, etc.). This report would be an elaboration on Enrolled Status Summary but with the statuses on the y axis and the time increments on the x axis to...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Batch Payment Upload - Agency Accounting

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Child Record indicators

Kiddie Academy reported that during the initial enrollment process when a child's record is being configured/setup (enrollment status, relationships, billing box, schedule, etc.), some items can be missed or forgotten which has downstream impacts ...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Planned

Remove Age Range from Enrollment Status Summary Report

The Enrollment Status Summary Report in Desktop (Reports > Standard Reports > Family Data > Child Enrollment > Enrollment Status Summary) includes a built-in age filter (Age in Months; Range: 0–1200 months). This restriction creates re...
Shannon Nowak 5 months ago in Procare Desktop / External 0 In Review