Procare Desktop

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Charge/billing cycle report

User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...

Shelby Hansen almost 2 years ago in Procare Desktop / External 0 In Review

2 VOTE

There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.

Tam Roberson almost 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

1 VOTE

Overrides report

Stephanie from The Nest would like a report that shows schedule overrides.

Shelby Hansen 12 months ago in Procare Desktop / External 0 Will Not Implement

2 VOTE

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function

Owen Carlson almost 2 years ago in Procare Desktop / External 0 Will Not Implement

1 VOTE

Child Document drag and drop

Customer would like to see 'drag-and-drop' functionality when using child documents within Desktop.

Jesse Hartman 12 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

1 VOTE

Myprocare import initials

Customer wishes to have greater visibility on the actions taken by staff when importing accounts or reregistrations from myprocare. Currently the account logs display 'sys' for the user who performed the import. The business need is for more infor...

Jesse Hartman 12 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

1 VOTE

MyProcare corporate controls

Customer expressed a need for more efficient management of myprocare from a corporate perspective. They would like to build programs at a corporate level and then selectively apply those programs to individual locations. Such a feature would ideal...

Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

1 VOTE

Linking Primary Classroom to Scheduled Classroom

Several enterprise customers have requested that, if a Scheduled Classroom is configured for a child record and active, that the Primary Classroom of the child record reflect what is scheduled rather than have each data point be separately configu...

Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 2 Planned

1 VOTE

Enhanced Ledger Lock functionality

The request would be to add an option under the 'Recurrence Type' menu for the 1st business day of the month, or to have Ledger Lock calculate weekends and configured School Close Dates when determining grace periods. Their intent is to lock the l...

Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

2 VOTE

Add multiple tables to Data Viewer (user defined & Tracking)

Current functionality only enables users to run reports with tracking items OR user defined fields. Customers need to report using both. We need to add a data view tool that enables users to use report using multiple data tables.

Elliott Tarrant about 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

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