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Procare Desktop

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Authentication/verification process for digital payment filing

Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
Shelby Hansen almost 2 years ago in Procare Desktop / External 2 Will Not Implement

Corporate report with classroom capacities

Customer would like to be able to pull a report at the corporate level that shows classroom capacities.
Shelby Hansen almost 2 years ago in Procare Desktop / External 0 In Review

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

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

Overrides report

Stephanie from The Nest would like a report that shows schedule overrides.
Shelby Hansen about 1 year ago in Procare Desktop / External 0 Will Not Implement

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

Child Document drag and drop

Customer would like to see 'drag-and-drop' functionality when using child documents within Desktop.
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

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

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

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