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Transfer more data into Online

Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
Chasity Dorsey about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3 Future consideration

add an ALL ROOMS option to the Edit Room Assignment window

When I am training, I often recommend that Admin staff, in particular, be assigned to All Rooms. If there are a lot of rooms, it can be cumbersome to have to check each room and it's easy to miss one room. It would be nice if there was a box that ...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Staff Management 0 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 about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

A report that provided Individual Activities recorded by classroom and by child

Big Blue Marble Academy would find a report that would provide a breakdown the individual classroom activities recorded by classroom within a given time period that could also be filtered by activities by child for a given time period extremely va...
Guest 8 months ago in Online Ideas Workspace / OL - Reports 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 about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Reports 4 Planned

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen over 1 year ago in Online Ideas Workspace / OL - Leads 4 In Review

Print Monthly Sign In-Out Sheets

The ability to print monthly sign-out sheets for students on the student sign in section of procare online.
Davina Metts about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Sign In & Attendance 0 Future consideration

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Subsidy 4 In Review