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Merge Letters Select by Family instead of by Student

Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balan...
Owen Carlson over 1 year ago in Procare Desktop / External 0

Rollcall Report that lines up child and teacher schedules

Customer uses DT in an atypical fashion, utilizing School location to represent their district, Primary Classroom assigned to a child to represent School, and Scheduled Classroom to represent the Program/Classroom the child is scheduled for. Likew...
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 0

Custom Report Request - Annual Tax Statement

Custom Report Request Annual tax statement Module/Asset – FD/FA/AG/MT/AT/ED/PR/EL FA Desired Fields – Names, DOB, Tracking/UDF, Timecards, etc. Same as existing report format Parameters/Filters – Date/Visibility/Enrollment Status/Tracking/UDF, etc...
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 0 In Review

PersonGlobalID remaining the same when performing a data transfer

The request is for PersonGlobalID to remain the same when performing a data transfer.
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 0 In Review

Time Card Approval w/ Initials

Customer reported a need to have more information on an existing Standard Report inside of Desktop. Report: Employee Data > Time Card > Employee Time Card Approval In the right hand side of the report are three columns under a 'Time Card App...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 Needs More Information

KARES import process - user warning

KA has requested a feature for the KARES import process that would notify or warn a user when a child is moving between schools.
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 0

Config option to lock payments once posted to ledger

Creative World - 80490671 Customer reported that they want to greatly limit the ability of staff to change payments that have been posted to the system. They would like a configuration option that System Supervisors can enable which would automati...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0

Corporate report version: specific summary - Agency Accounts Only

Customer has requested a new Corporate Report that is a variant of an existing Corporate Report. Starting report would be Standard Reports > Agency Accounting > Charge Credit Summary > Specific Summary - Agency Accounts Only The request i...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 0 Future consideration

More Granular User Group Limits / Permissions

Creative World - 80490671 Customer is requesting that some User Group Permissions be enhanced so that there is an ability to restrict functionality for some users while maintaining the ability access that feature. Examples: Under item 20.10.30.20,...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0

Automated Standard Report generation and distribution

The Gardner Schools - 72930752 Customer would love to see a feature where they can configure specific Standard Reports to run on a recurring basis, and have those reports emailed to a list of email recipients that they can set beforehand. Example:...
Jesse Hartman almost 2 years ago in Procare Desktop / Enterprise Support 3 Planned