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Showing 850 of 2016

Activity Summary Screen - Print to PDF

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...
Beth Carlin 11 months ago in Online Ideas Workspace / OL - Daily Activities 0 In Review

Parent Access to Portfolios

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...
Beth Carlin 11 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

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...
Preston Holden almost 2 years ago in Procare Desktop / Internal Facing 0 Future consideration

Add Rate Screen & Reporting

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...
Lexi Hueseman 11 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

Set Invoice Due Date Reminder

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...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow ACH payment on Registration forms

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...
Sirah Brautigam 11 months ago in Online Ideas Workspace / OL - Enrollment / Tuition Express/Payments 0 Future consideration

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...
Sirah Brautigam 11 months ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Automated Deposit Reports

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...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 2 Will Not Implement

Online Corporate Portal Enhancement - Sign-In/Sign-Out

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 ...
Beth Carlin 11 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0 Future consideration

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...
Preston Holden over 2 years ago in Procare Desktop / External 1 Already exists