Procare Solutions Internal Ideas Portal
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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0 Planned

Full refunds through the gateway portal

Parents will be able to see their full refund, rather then putting together amounts that will add up to the total refund.
Guest over 5 years ago in SCW 0 Will Not Implement

Create Brightwheel battlecard

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0

Make Payment Information Deactivate with withdrawal

When a termination date is entered, it automatically changes the payment on the auto tab to deactive.
Guest over 5 years ago in SCW 1 Future consideration

Expand reporting on SCW usage

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0

Difficulty identifying families with same name when entering payments in payment journal

Right now, if families have the same last name, there is no identifying information available on the payments journal screen except their current balance which does not always make it possible to identify the proper family who is paying.
Guest over 5 years ago in SCW 0 Will Not Implement

Easier way to input one-off scheduled changes

Whenever there is a professional developmeent day or non-school day, there are often full day camps that offer care for children. These days, staff must chage the late pickup fee hours at each site. This is a very time consuming, manual process fo...
Mike Mercer almost 2 years ago in SCW 0 Future consideration

Audit of timecards

Centers would like to know who is adjusting timecards/Audit trail.
Shawna DeVore over 3 years ago in Online Ideas Workspace / OL - Staff Check In & Timecard 0 Future consideration

Report on tuitionexpress.com

Data we'd like to see: Company ID Root ID Center Name Last activity in https://www.tuitionexpress.com/ Interaction with merchant statement How many families are paying via the website in a given date range I'll be very honest that I do not know mu...
Anastasia Goggins almost 2 years ago in Data Platform / Tuition Express Reporting 0 Will not do

When approving a waitlist or registration - have system take you to the account

Currently have to remember name you just approved from the waitlist or registration to navigate to the account to finish processing.
Guest over 5 years ago in SCW 1 Will Not Implement