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Change post-date when using Payment Rec Tool

Customer would like to be able to adjust the post date for transactions added to the ledger via the Payment Reconciliation tool.
Jesse Hartman 7 days ago in Procare Desktop / Enterprise Support 0

Be able to keep reports in DT open while performing other actions

Customer provided feedback that with the migration of TE reports into Desktop, they can no longer have TE reports open in one screen while reviewing accounts in DT with another. Customer would like to be able to open the report or reports they nee...
Jesse Hartman 7 days ago in Procare Desktop / Enterprise Support 0

Expiring Payer Cards Notification/Report

Centers currently have no reliable way to track when payer credit cards are about to expire. While there was previously an "Expiring Cards" report in TE.com, it often failed to show accurate or relevant data, leading many centers to stop using it ...
Shannon Nowak 4 months ago in Procare Desktop / External 0

Multi-site staff scheduling tool for afterschool that manages weekly staff schedules, time off, call-ins and sub placements

We need a scheduling tool similar to the 7Shifts App that allows us to place staff in a schedule and publish that schedule weekly (two weeks in advance). In addition the tool should allow staff to request time off for our staffing manager to appro...
Guest 8 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

MyProcare Review & Import Time Stamps

Under MyProcare > Review & Import screen, the actual registration times are not specific to the customer's timezone, and defaults to either Pacific Time, or UTC. New Family Imports default to UTC Re-Reg Imports default to Pacific Ideally, t...
Taylor Swaney 4 months ago in Procare Desktop / Internal Facing 0

TE POS should default to $0.00 if the balance is below $0.00 to avoid accidental refunds

Summary TSYS recently blocked some unusually large refund attempts that were unintentionally initiated at the point of sale. The issue stems from the TE POS screen defaulting the transaction amount to the account’s current ledger balance. This is ...
Preston Holden about 1 month ago in Procare Desktop / Internal Facing 0

Tuition Express Reports Window Controls

Currently, Tuition Express report windows do not include options to minimize or maximize the screen (see attached test database screenshot). Adding these controls would greatly enhance usability, allowing users to view reports more comfortably and...
Shannon Nowak 3 months ago in Procare Desktop / External 0

Allow users to print a report for Batch Recurring Payments Request or fix the Tuition Express ID Report

Customer used the Tuition Express ID -Not Signed Up report as a part of their acquisition process. Functions > Family Accounting > Batch Recurring Payments Request can be used to find the information, but the information cannot be printed ou...
Beth Carlin 16 days ago in Procare Desktop / Internal Facing 0

Payment Decline Email Communications

Since the migration to TransIT, the Declined Payment email notifications are no longer being sent. These notifications were an important tool for users, serving as an early warning system for bounced payments. Restoring this feature would help cen...
Shannon Nowak 3 months ago in Procare Desktop / External 0

Custom Report Request: Allergy report w/ photos - by classroom

Customer funded request Customer needs a way to generate an allergy list for students that contains child photo, and is also sorted or grouped by classroom. The report also needs to contain additional information beyond just allergies, such as rea...
Jesse Hartman 19 days ago in Procare Desktop / Internal Facing 0