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Procare Desktop

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PersonGlobalID remaining the same when performing a data transfer

The request is for PersonGlobalID to remain the same when performing a data transfer.
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 0 In Review

Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's ac...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Custom Tracking Item Report

Customer wants a Standard Report that they can print out for licensing needs that will display all of the tracking items and information that they track. Customer has licensing requirements for all of the information that is captured on their enro...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 1 Future consideration

Pay ACH on MyProcare

Customer would like parents to be able to pay ACH on MyProcare.
Beth Carlin over 2 years ago in Procare Desktop 2 Will Not Implement

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Scheduled Capacity Changes

Customer may change licensing parameters for different classrooms for lower or higher capacity and/or ratio and they want to make those changes effective in advance. They want to be able to add start and end dates for different configurations.
Jesse Hartman 6 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Permissions for Payment Rec tool

CDS has indicated that they would be unable to use the payment reconciliation tool as-is because they have concerns about misuse. They would like permissions associated with the tool in User Groups and Limits so that they can restrict access to it.
Jesse Hartman 6 months ago in Procare Desktop / Enterprise Support 2 Already exists

Option to clear TE profiles

Customer would like an option inside of Desktop that would allow them to clear all Tuition Express profiles for all families at once. At the end of each year they want to easily clear profiles and collect newly completed authorization forms from t...
Jesse Hartman 12 months ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Tuition Express Payments by type Report - Only allow users to see information for their school

Standard Reports>Tuition Express>Tuition Express-Transactions >Tuition Express Payments by type Report The customer has multiple schools on one IKN When a user accesses this report, they can access more than just their school. Users would...
Beth Carlin 6 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Corporate Report of the Agency Accounts Only

The customer would like a Corporate version of the Standard Reports- Agency Accounting-Account Balance Summary-Agency Accounts Only
Beth Carlin 6 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement