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Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 11 months ago in TE Transactions / Operational Efficiency 0

Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

On the POS Transactions page of TE.com it will show transactions labelled as "Invalid" in addition to declines when the View Declines box is checked. However, these invalid transactions don't show on the ACH Returns/Credit Card Declines or any oth...
Liam McCarthy 5 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

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 7 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

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 12 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest over 1 year ago in TE Transactions / Increase TE Adoption 1 In Review

Enrollment Count Reports

I have had a few centers now who were desperately needing a count of their enrolled students on a certain date for licensing or funding, and it is currently not something we offer. In the desktop, even if it is not specific, we offer an enrollment...
Taylor Swaney 7 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

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

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin 11 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Have Custom Fields Selections sync to Emergency Cards in Quick Reports tab Under Student Section

Customers are able to customize what information their Emergency Cards pull, with the option to save the preferences to the Quick Reports tab in the student section. Online Help Center articles are worded in a way that makes customers think any pr...
Benita Levario 4 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Daily CACFP report broken down by free/reduced/paid

The state of IL requires a CACFP report to be separated by type and shows daily info.
Courtney Iversen about 1 year ago in Online Ideas Workspace / OL - Reports 1 Needs More Information