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Online Ideas Workspace

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Quickbooks - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2

Limit/Restrict Staff Access to Classrooms

Many centers would like to be able to limit what their staff can see and do in the app for other classrooms. They want their staff to only engage with certain students or rooms. BAM 15186000 is one example, coming from Brightwheel, and she says th...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Permissions 0

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen 11 months ago in Online Ideas Workspace / OL - Permissions 1

Ability to Delete Document from Student Profile

Currently users cannot delete documents uploaded to a student profile, and there have been many requests from Support that this is a huge pain point, mostly due to accidental uploads being ascribed to the wrong student.
Kate Yzquierdo almost 4 years ago in Online Ideas Workspace 10 Planned

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern 8 months ago in Online Ideas Workspace / OL - Documents 0

Staff Scheduling - shift presets

Client would like to be able to create "shift names" and then be able to find those again as presets or templates. If Procare does not recall the shift names, then when other admin enter shifts and do not use the same naming conventions, things co...
Kami Lee 8 months ago in Online Ideas Workspace / OL - Staff Management 1

Engage/Online - Permission to remove Print Lesson Plan

The customer would like the option to remove or remove permission to access the Print Lesson Plan on the Lesson Plan screen.The concern is around proprietary information being printed and dispersed outside of their schools. LeafSpring - 28800606
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Allowing international emails

Customer BAM 69358262 emailed in regarding several of her families having international emails (customer included 240366442@qq.com as an example). I confirmed with a supervisor that this isn't going to be allowed in OL as it currently doesn't reco...
Red Lake 8 months ago in Online Ideas Workspace / OL - Parent Messaging 0

Add Immunization Doses Based on Age

BAM: 17418497 is trying to set up the DTaPs vaccine, which recommends getting a doses of the initial vaccine at 2 months, 4 months and 6 months, then booster shots at 15-18 months, and 4-6 years. The center has mentioned that configuring this is q...
Guest about 1 year ago in Online Ideas Workspace / OL - My School 1