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Procare Desktop

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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 7 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

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

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 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 8 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 8 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 8 months ago in Procare Desktop / Internal Facing 1 Future consideration

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 about 1 year ago in Procare Desktop / Enterprise Support 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 almost 2 years ago in Procare Desktop / External 0 Will Not Implement

Agency Version of Primary Accounts @ 30 Day Aging - Details

Kama'aina Kids (BAM: 10859000) would like an Agency Version of the Primary Accounts @ 30 Day Aging - Details Location: Corporate Reports > Standard Reports > Family Accounting > Account Aging
Beth Carlin 8 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

KES: increase max allowed code numbers from 512 to at least a count of 1,999 . Procare DT Hardware product (Keyless Entry System)

Please add more details Required V2 KES, very large centers are hitting a wall, their current family/employee count exceeds the capacity of codes the V2 KES can handle. From two unrelated center calls it seems to max out at about 512 codes. The l...
Mark Boicey 8 months ago in Procare Desktop / External 1 In Review