Customer would like to Print/Send the Activity Summary screen. Suggestion: Add a Print to PDF option at the top right. Print what is currently showing on the Activity Summary screen, respecting the filter. Customer mentioned it provides a wonderfu...
Customer would like Portfolios to be available to parents within the app or Parent Portal. They understand they can email, download, or print the portfolios, but they would like parents to access student portfolios on their own at any point in tim...
Prevent Licensing Update if the new v10 token will downgrade below applied modules
Procare Home > Configuration > License > Update License | Procare Home > Configuration > Update License When updating license, it should compare against the current v10 token and the v10 token that it is about to update to and preve...
I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Red dot for visual cue on Pending Approval for activities
BAM - 32333447 - Customer would like to have a visual cue for pending approval list so you can easily see when there is a new one. " It would be great if when there was a Pending Approval on the Dashboard, a red dot could appear in the menu on the...
Customer has a difficult time ensuring that payments (TE, cash or check) inside of deposit reports (Functions > Family Accounting > Deposit Reports) are properly assigned and closed. Payments have to be checked, a post date assigned, the acc...
Customer is requesting to view the Procare Online Dashboard for all schools at once. Specifically they are interested in viewing how many students and staff are signed into all and given schools without having to switch between schools. A Child's ...
Direct Deposit Bank Account Offset Adjustments- Unmask bank account
Procare DT - Extra - Payroll Direct Deposit:Direct deposit is configured to create an Offset Account – a Balanced Account. Direct deposit Extra is configured with center bank account check marked "Include As Offset Account". The Issue:The direct d...