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Showing 289 of 2021

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 2 months ago in Procare Desktop / Internal Facing 0

When a parent pays through the Procare Connect App, give them the option to update the stored information for the automatic drafts for Tuition Express on the main system.

When a parent pays through the Procare Connect app, it asks if they want the payment source saved for future use. Parents have thought that when they save the information to the app, it will update the payment source on file for the Tuition Expres...
Guest about 1 month ago in Procare Desktop / External 0

Allow providers ledger viewing from phone

I would like to be able to see the parent's ledger from my iphone for in the event they contact me through the procare connect app with a quetion about their balance so that I can answer quickly rather than making them wait until I'm able to get i...
Guest about 1 month ago in Procare Desktop / Internal Facing 0

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 about 1 month 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 about 1 month ago in Procare Desktop / Enterprise Support 0

Custom Report - No Schedule or Billing

Customer Funded Report Request Customer is asking for a hybrid report that combines “Children with no Schedule” and “Children Without Contract Billing” Module/Asset: [FD/FA/AG/MT/AT/ED/PR/EL] FD, FA Type Preference: [Data View or Crystal ...
Jesse Hartman 2 months ago in Procare Desktop / Internal Facing 0

Custom Report - Enrolled Children by Classroom

Customer Funded Report Request Customer is asking for a custom report that is identical to the existing report FD_ChildEnrollment01.rpt except that the Gender column be replaced with a column for Tracking Category (Program) that shows the Tracking...
Jesse Hartman 2 months ago in Procare Desktop / Internal Facing 0

Custom Report - Attended Outside Schedule

Customer Funded Report Request Customer is asking for a simpler report than “Child’s Minutes Outside/Greater Than Scheduled” that only shows children who are clocked in past their closing time of 6pm, and children who attended during a day they we...
Jesse Hartman 2 months ago in Procare Desktop / Internal Facing 0

POS Point of Sale process update

Customer stated concerns around the updates POS Payments process, paying by card in person.While there is a requirement to confirm the payment amount on the first screen, there needs to be an update to the process or a clearer call out. They state...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0

Modernize Introducing MyProcare (MP01) Template

The Introducing Myprocare letter (MP01) is outdated. The branding displays the old Tucker, and the verbiage for the buttons parents are to press is incorrect. Additionally, there is no mention of viewing financial reports on MyProcare.com.
Zachary Keith 12 months ago in Procare Desktop / Internal Facing 0 In Review