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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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"Contract on file" notice when new PR/A is created

"Contract on file" alert happens when a new PR/A is created even when there is no active/Current contract on file.
Guest over 4 years ago in SCW 0 Planned

Desktop Email Service Reporting Enhancements

Marketing wants to have the ability to view the historical data for the Email Service Provider page of the report to help them see historical trends in growth of adoption (to measure against adoption that shows after we add more marketing efforts)...
John Margheret about 2 years ago in Data Platform / Power BI Report 0

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson over 4 years ago in Primrose Private Ideas / Reporting 0 Planned

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 0

Ability to run reports within a school as a corporate user without the report appearing in the school's history

(blank)
Jack Pearson over 4 years ago in Primrose Private Ideas / Reporting 0 Planned

Add Company ID and Root ID filters to Desktop Extras reports

This will allow me to get total usage across a company and drill-down by center, without having to export.
Anastasia Goggins about 2 years ago in Data Platform / Platform Improvements 0 Planned

Batch Recurring Payments Feature

Currently Recurring Payments feature is only able to be sent individually to parents, and user would like to be able to send to a batch of parents
Owen Carlson about 2 years ago in Procare Desktop / External 1 Already exists

Add FTE information to Corp Data Viewer Report

Add FTE data to below report. Corporate Data Viewer > Family Data > Child All Enrollment Status ((Pre-Registered & Waiting List : Enrollment Status)) On a monthly basis, I essentially want to reconcile our Sales Commissions for the compa...
Elliott Tarrant over 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Full Health/Allergy Details for Centre - PDF

Request to have a version in Excel so we can filter certain criteria.
Guest over 2 years ago in SCW 0

Outstanding Balance Report

Add State or Subsidiary behind the location
Guest over 2 years ago in SCW 0