Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Procare Desktop

Showing 246

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Additional Schedule Permissions

Customer wants to prevent certain users from making changes to schedules that have been applied from a schedule template. They would like users to be able to select preconfigured schedule templates through the dropdown menu in the Schedule window,...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Enhancement to myprocare new registration email

Customer wants a modified version of the new registration email that is sent to the school with details of the new registrant. They must keep signed paper copies of enrollment information for licensing, and the myprocare new registration email has...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Tadpoles Relationship Transmission does not delete removed contacts

Description of Issue: From Dani at KA corp - We worked with Sean at tadpoles and he confirmed that if you delete a contact (relationship) in Procare, it isn't making a call to tell tadpoles to delete that contact. Therefore, the old/bad records on...
Guest 11 months ago in Procare Desktop / External 0 Will Not Implement

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 In Review

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 2 Future consideration

Aging Report - Show if the account has an active Tuition Express account

The customer would like the Aging Report to show the Tuition Express Account. They currently use these 2 Aging Reports 1) Account Aging and 2) Account Aging w/Tracking. More specifically, they requested a custom aging report and would like this re...
Beth Carlin 11 months ago in Procare Desktop / Enterprise Support 2 In Review

Account Aging Report with tracking that includes children's names

The customer would like a way to generate an account aging report with tracking that includes children's names. It would assist their school-age division, which is organized into districts and multiple school locations in Procare. These locations ...
Beth Carlin 11 months ago in Procare Desktop / Enterprise Support 2 In Review

A report that you enter a date range and it will print each pay stub

a report that you enter a date range and it will print each pay stub. This would include hours, gross, each withholding, net. Needed when state audits them.
Austin Branham 11 months ago in Procare Desktop / External 0 Will Not Implement