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Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin about 2 years ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern almost 2 years ago in TE Transactions / Center Daily Tasks 0 Future consideration

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Expanded Permissions

Customers can benefit from expanded permissions for staff, like those found in Procare Desktop. Multiple schools I've worked with have been dissappointed that they are limited to general categories, instead of features within categories; when sett...
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Permissions 1 Planned

Ability to restrict sign in/sign out to admin teachers

Center would like to be able to restrict the ability to sign in/out on a person by person basis or just to admin level staff to prevent accidental sign in/outs which have angered some parents but they don't just want to turn the notifications off ...
Nick Sarbaum about 4 years ago in Online Ideas Workspace / OL - Permissions 2 In Review

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy

BAM 78580673 - Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 12 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

Setting to control if users can edit Lesson Plans / Milestones / Manage Progress

Customer would like a school setting or permissions where they can control what can and cannot be edited within- Lesson Plans- Milestones- Manage Progress

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum about 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration