Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Procare Desktop

Showing 221

More Detailed Formula Billing Report

A center requested that we add a more detailed formula billing report, that includes information like what days the hours came from.
Jessica Nakma over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Dayforce integration or API

Customer uses Dayforce as their time and attendance solution, and need to have a connection with Desktop where they can sync attendance data in real time so that the information on their dashboard (engagement) is accurate. Ideally it would be from...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Store Receipts from Online TE Transactions

The receipts from online TE transactions should be stored within DT. It would allow centers to print physical receipts for their records and give them another way to verify to parents that their payments have been received, should they ask for it.
Jessica Nakma over 1 year ago in Procare Desktop / External 0 Will Not Implement

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule. Default line items associated with a schedule template would al...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 0 In Review

Parent notifications of changes to ledger

Customer would like to see a feature that would notify payers via email when there have been changes made to their ledger. The business case is that while the customer has the ability to send out a bulk email to families about charges being proces...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

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 Will Not Implement

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 10 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 10 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 10 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 10 months ago in Procare Desktop / Internal Facing 0 Will Not Implement