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Procare Desktop

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Direct Deposit Bank Account Offset Adjustments- Unmask bank account

Procare DT - Extra - Payroll Direct Deposit:Direct deposit is configured to create an Offset Account – a Balanced Account. Direct deposit Extra is configured with center bank account check marked "Include As Offset Account". The Issue:The direct d...
Preston Holden about 2 years ago in Procare Desktop / External 1 Already exists

Chip Reader for credit/debit cards

Customer has reported that a family's card was flagged by their bank as a fraudulent charge because the card was swiped instead of using the EMV chip on their card. Customer is extremely concerned that the industry is moving along and we are not k...
Jesse Hartman 8 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Option to auto-email statement upon withdrawal

Customer would love to have an option they can opt into that sends an account statement via email to families on the date of withdrawal. Once an end date is configured on the child's record, if they are the only remaining active child on the accou...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Warning when emailing hidden families

Customer would like there to be an alert of some kind within the batch email functionality (either Email Account Statements or Email Accounts) that lets the user know when they are about to send an email to one or more accounts that are marked as ...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

SSO for Myprocare

Customer wants to have families enter a SSO gateway called 'Lex' in order to access myprocare to provide a more seamless experience. Their goal is to have a single digital ecosystem where their access points can be routed through. They are launchi...
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Prevent ledger from closing after posting

Currently, the only option to post to the ledger posts and closes the ledger in a single action. It would be very helpful if there were a 'save' button so that users can save their work as they go. The problem is that if multiple entries needed to...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Batch Delete Billing Box Items

Kiddie Academy franchisee requested that there be a method by which users could batch delete Billing Box Entries. Having to go into each child's billing box to remove old recurring billing descriptions is very labor intensive.
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 4 Planned

Exposure settings for pay codes

Adding exposure settings for pay codes would allow better control across multi-location setups. Some locations have need for specific pay codes that other locations do not need to have visibility on.
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 3 Will Not Implement

User/Timestamp data for Enrollment Status

Customer would like to see user and timestamp data for changes made to enrollment status within Desktop 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 ...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 Planned

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 about 2 years ago in Procare Desktop / External 2 Already exists