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Procare Desktop

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Charge Description Archive / Filter

Customer would like a system where they would be able to 'archive' legacy charge/credit descriptions that are no longer in use. The current Charge/Credit Descriptions window inside of System Configuration > Accounting Management > Family Acc...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0 Future consideration

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 8 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Time Card Approval w/ Initials

Customer reported a need to have more information on an existing Standard Report inside of Desktop. Report: Employee Data > Time Card > Employee Time Card Approval In the right hand side of the report are three columns under a 'Time Card App...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Needs More Information

Overrides report

Stephanie from The Nest would like a report that shows schedule overrides.
Shelby Hansen 8 months ago in Procare Desktop / External 0

Child Document drag and drop

Customer would like to see 'drag-and-drop' functionality when using child documents within Desktop.
Jesse Hartman 8 months ago in Procare Desktop / Internal Facing 1

Myprocare import initials

Customer wishes to have greater visibility on the actions taken by staff when importing accounts or reregistrations from myprocare. Currently the account logs display 'sys' for the user who performed the import. The business need is for more infor...
Jesse Hartman 8 months ago in Procare Desktop / Internal Facing 0

Config option to lock payments once posted to ledger

Creative World - 80490671 Customer reported that they want to greatly limit the ability of staff to change payments that have been posted to the system. They would like a configuration option that System Supervisors can enable which would automati...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0

MyProcare corporate controls

Customer expressed a need for more efficient management of myprocare from a corporate perspective. They would like to build programs at a corporate level and then selectively apply those programs to individual locations. Such a feature would ideal...
Jesse Hartman 8 months ago in Procare Desktop / Internal Facing 0

Linking Primary Classroom to Scheduled Classroom

Several enterprise customers have requested that, if a Scheduled Classroom is configured for a child record and active, that the Primary Classroom of the child record reflect what is scheduled rather than have each data point be separately configu...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 2 Planned

Enhanced Ledger Lock functionality

The request would be to add an option under the 'Recurrence Type' menu for the 1st business day of the month, or to have Ledger Lock calculate weekends and configured School Close Dates when determining grace periods. Their intent is to lock the l...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 0