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Procare Desktop

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Remove the Sys,Sys from corporate reports

Customer reported that when they run a corporate enrollment report, it shows a school named 'Sys' that has a single enrolled student named 'Sys, Sys' Corporate Reports > Family Data > Child Enrollment > Child Enrollment Status Customer wa...
Austin Branham 6 months ago in Procare Desktop / External 4 Planned

add a filter for account for Specific Charge/Credit Summary

When running Specific Charge/Credit Summary from the corporate view, it would be great to add a filter for account. For example, if a customer wanted to see all staff discounts in the month, it would be super handy to be able to pull actuals for a...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Add a billing period to invoices.

Add a billing period to invoices. The customer thinks that this could be a big step forward in customers being able to calculate an FTE value that ties to tuition billed. It is not really about what the parent sees but more about the accounting si...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 0 In Review

User/Timestamp data for Child Schedules

Customer would like to see user and timestamp data for changes made to schedules that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do so currently because...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. The desire is for each line item within a child's billing box would contain user data and a timest...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 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 about 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Add Automatic Billing Feature

Customers are requesting an Automatic Billing Feature, similar to Procare Online and some of our competitors.
Zachary Keith almost 3 years ago in Procare Desktop / Internal Facing 3 Will Not Implement

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 1 In Review

Audit or Audit Report for Billing Box

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Billing Boxes.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 1 Future consideration

Audit or Audit Report for Schedule

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Schedules.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 1 Future consideration