Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Procare Desktop

Showing 224

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 about 2 years ago in Procare Desktop / External 0 Will Not Implement

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

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

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

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 over 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

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