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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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Add number of transactions to 15-month summary

TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0 Planned

There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Tam Roberson about 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Corporate report version: specific summary - Agency Accounts Only

Customer has requested a new Corporate Report that is a variant of an existing Corporate Report. Starting report would be Standard Reports > Agency Accounting > Charge Credit Summary > Specific Summary - Agency Accounts Only The request i...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Better Reports for Employee's 5 Day Schedules - option for 7 days starting Sunday

Other reporting options for Employee's schedules would be helpful. We like the look and layout of the Employee's 5 Day schedules however our pay cycle is Sunday to Saturday so this report only pulls in Sunday through Thursday. An option would be h...
Guest about 1 year ago in Desktop User Suggestions 0 Future consideration

Make reporting lateness, absences, vacations, etc. more user-friendly

There is not an efficient user-friendly way to report that our child might be late, absent, or on vacation. Instead, we have to use either the Messages section (which has proven to be pretty useless, honestly). Or we have to try to put this into t...
Guest about 1 year ago in Desktop User Suggestions 0 Different Product

Ability to comment on individual teacher posts or photos

It would be so incredibly helpful if parents could communicate with teachers on the SAME thread instead of parents having to use the "Messages" tab. For example, our school takes pictures of our son throughout the day and posts them. They appear i...
Guest about 1 year ago in Desktop User Suggestions 0 Different Product

Vacation counter

Our center offers 10 vacation days/child for the calendar year. It would be nice to have a tracker instead of making notes in the log/notebook.
Guest about 1 year ago in Desktop User Suggestions 0

Clear tracking/User defined fields

Once a child is withdrawn, we should be able to click a box to uncheck all boxes from Tracking on both the child and the account.
Guest about 1 year ago in Desktop User Suggestions 0

Easier ledger posting

There needs to be a way to do a batch posting to ledgers for a fixed payment. Our tuition is collected via payroll deductions and are averaged out over the year and adjustments made when a family disenrolls. There should be a way (EZCare had this ...
Guest about 1 year ago in Desktop User Suggestions 0

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function
Owen Carlson about 2 years ago in Procare Desktop / External 0 Will Not Implement