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Procare Desktop

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Payroll deduction import

Description: Customer wants to see functionality in Desktop that allows them to import payroll deduction numbers in bulk. They want to be able to import the deduction amount and the person/account associated to have a more efficient way to apply t...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 2 Will Not Implement

Paylocity API

Two customer have requested an API be built to connect with Paylocity for employee and payroll data.
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Custom Report Request - Schedule Summary 4 Sections

Customer Funded request Customer would like to create either a custom Standard Report or a custom Data View to display the information found in the Standard Report 'Schedule Summary - Four Sections' but with an additional column that denotes 'Age ...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 2 Planned

Add Automatic Billing Feature

Customers are requesting an Automatic Billing Feature, similar to Procare Online and some of our competitors.
Zachary Keith almost 3 years ago in Procare Desktop / Internal Facing 3 Will Not Implement

User/Timestamp data for Child Schedules

Customer would like to see user and timestamp data for changes made to schedules that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do so currently because...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. The desire is for each line item within a child's billing box would contain user data and a timest...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 2 Future consideration

Automated Deposit Reports

Customer has a difficult time ensuring that payments (TE, cash or check) inside of deposit reports (Functions > Family Accounting > Deposit Reports) are properly assigned and closed. Payments have to be checked, a post date assigned, the acc...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 2 Will Not Implement

Batch Payment Upload - Agency Accounting

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 1 Future consideration

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 over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement