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Automatically send report / DataView in email to selected recipients

Customer would like to automatically send a report in an email to selected recipients. Specifically, they are looking to automatically email information to then download and import into their payroll platform
Beth Carlin 8 months ago in Procare Desktop / Internal Facing 3 Planned

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 8 months ago in Procare Desktop / Internal Facing 2 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 over 1 year ago in Procare Desktop / Internal Facing 1 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 8 months ago in Procare Desktop / Internal Facing 2 Planned

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

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 9 months ago in Procare Desktop / Enterprise Support 2 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 about 2 years ago in Procare Desktop / External 0 Will Not Implement

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 over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Locking down time cards when the pay period is closed

Endeavor is aware that this could be a large ask so they have listed two options and prefer Option 1, if it is not possible quickly can we do Option 2 in the interim? Option 1: Lockdown time cards once pay periods are closed Option 2: Message ...
Rose Wasserman about 2 years ago in Procare Desktop / External 1 Will Not Implement

Remove the Sys,Sys from corporate reports

Customer reported that when they run a corporate enrollment report, it shows a school named 'Sys' that has a single enrolled student named 'Sys, Sys' Corporate Reports > Family Data > Child Enrollment > Child Enrollment Status Customer wa...
Austin Branham 9 months ago in Procare Desktop / External 4 Planned