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Enhanced Billing Box Permissions

Customer would like expanded permission options for Billing Box, to allow users to open the Billing Box Window but not make any changes inside. Users sometimes need to reference Billing Box line items for specific children, but having to run a rep...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest over 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Integration for QuickBooks Online

Procare Desktop currently offers an integration with the non-SaaS version of Quickbooks, but this version of the software is being phased out by Intuit. There is a need for an integration with the QuickBooks Online platform which is replacing the ...
Jesse Hartman over 1 year ago in Procare Desktop / External 1 Will Not Implement

Attendance report grouping

Spoke with Ted from 27111297, he was trying to pull a Monthly Attendance Report for March of last year for licensing purposes and grouped it by "Primary Classroom." However, this grouping will put children in classrooms they are in now, rather tha...
Red Lake over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Document Management Enhancements

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.
Zack Marty 7 months ago in Procare Desktop / Enterprise Support 0 In Review

Set PDF as the default report export type

Whenever a report is run in Desktop and you click the Export option to save it, the default option is always .rpt Crystal Report document type which is unusable to our customers. PDF is the choice 90% of the time and should be the default option.
Justin Cook almost 3 years ago in Procare Desktop / External 1 Will Not Implement

Reset MyProcare Import Date/Time to Local rather than GMT display

MyProcare Import Screen (both New and Re-Registration) display the submission date/time in GMT rather than local time. It used to be local and was switched and customers are complaining and confused with the change.
Jeff Sherman over 2 years ago in Procare Desktop / External 0 Will Not Implement

Adding Corp TE Report: 'POS Transactions Not Posted'

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 0 Future consideration

include the payer name on the payment reconciliation utility

include the payer name on the payment reconciliation utility
Austin Branham 7 months ago in Procare Desktop / External 1 Will Not Implement

State of California Attendance Reporting

Buena Terra Elementary School in California is required to submit the following report to the California Department of Education to report on After School enrollment and attendance counts. Attached is a sample of the report. They are required to f...
Shannon Nowak 4 months ago in Online Ideas Workspace / OL - Reports 0