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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 7 months ago in Procare Desktop / Enterprise Support 0 In Review

Need a history of Employee Pay Rates to track progression over time

Currently an employee's pay rate is a single field and when it gets updated there's no history of the previous entry. It can be deduced by manually digging through previous paychecks but keeping a history would provide clear information to the cen...
Justin Cook over 2 years ago in Procare Desktop 0 In Review

Store Receipts from Online TE Transactions

The receipts from online TE transactions should be stored within DT. It would allow centers to print physical receipts for their records and give them another way to verify to parents that their payments have been received, should they ask for it.
Jessica Nakma about 1 year ago in Procare Desktop / External 0

Improved Photo Sync/Photo Editing

DT centers are only able to sync profile photos the first time a staff/student/pickup person is added to Procare. Center is not able to make changes or update them over time and would like to either have updated photos in desktop change Family Eng...
Owen Carlson almost 2 years ago in Procare Desktop / External 2 Already exists

KARES import process - user warning

KA has requested a feature for the KARES import process that would notify or warn a user when a child is moving between schools.
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 0

Parent notifications of changes to ledger

Customer would like to see a feature that would notify payers via email when there have been changes made to their ledger. The business case is that while the customer has the ability to send out a bulk email to families about charges being proces...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0

Merge Letters Select by Family instead of by Student

Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balan...
Owen Carlson over 1 year ago in Procare Desktop / External 0

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

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 9 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 9 months ago in Procare Desktop / Enterprise Support 0 Future consideration