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Procare Desktop

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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 7 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

5.) Auto check out kids at end of day after set time, local install of PC or Cloud without FE being used

Auto check out kids at end of day after set time, local install of PC or Cloud without FE being used. I don't know what happens now if FE and FE side set to auto clock out - is this done?
Austin Branham 7 months ago in Procare Desktop / External 1 Will Not Implement

Child enrollment status report for a specific status sorted by date like "Waiting List" status and the report shows

Child status report for a specific status sorted by date like "Waiting List" status and the report shows: status date, kid's name, bday and classroom, plus parent name, address and phone # on one report. List every kid that has that status date in...
Austin Branham 7 months ago in Procare Desktop / External 0 Will Not Implement

Child Enrollment report where the report date range has a start and end date, not just an as of date.

Total Count of kids that had status of Enrolled in that date range. Possibly list kids and their Enrolled date range in the report. Example: If kid's Enrolment Status history shows: Johny Smith Enrolled 1/1/2024 Withdrawn 5/4/2024 You run this rep...
Austin Branham 7 months ago in Procare Desktop / External 1 Will Not Implement

1.) Payroll General Withholding summary report with drill down.

Summary list each named general withholding and total amount for the date range. Double click a named withholding - drill down reports employees for the withholding and their amounts making it up. So you double click on "Retirement" total 5,000.00...
Austin Branham 7 months ago in Procare Desktop / External 0 Will Not Implement

Sync Parent Photos to Family Engagement

User's would like the ability to see parent photos on Family Engagement to improve security as not every staff knows every parent's face. Currently parent's are able to update this information, but very rarely do and center staff do not have the a...
Owen Carlson over 1 year ago in Procare Desktop / External 0 Will Not Implement

Schedule Manager

Customer would like a more efficient way to manage child schedules inside of Desktop. It is prohibitively time consuming to manually enter each child's schedule, and they would ideally like to see some kind of Schedule function that would allow fo...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 In Review