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Procare Desktop

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When a parent pays through the Procare Connect App, give them the option to update the stored information for the automatic drafts for Tuition Express on the main system.

When a parent pays through the Procare Connect app, it asks if they want the payment source saved for future use. Parents have thought that when they save the information to the app, it will update the payment source on file for the Tuition Expres...
Guest 11 days ago in Procare Desktop / External 0

Allow providers ledger viewing from phone

I would like to be able to see the parent's ledger from my iphone for in the event they contact me through the procare connect app with a quetion about their balance so that I can answer quickly rather than making them wait until I'm able to get i...
Guest 11 days ago in Procare Desktop / Internal Facing 0

MyProcare Review & Import Time Stamps

Under MyProcare > Review & Import screen, the actual registration times are not specific to the customer's timezone, and defaults to either Pacific Time, or UTC. New Family Imports default to UTC Re-Reg Imports default to Pacific Ideally, t...
Taylor Swaney 4 months ago in Procare Desktop / Internal Facing 0

Change post-date when using Payment Rec Tool

Customer would like to be able to adjust the post date for transactions added to the ledger via the Payment Reconciliation tool.
Jesse Hartman 15 days ago in Procare Desktop / Enterprise Support 0

Be able to keep reports in DT open while performing other actions

Customer provided feedback that with the migration of TE reports into Desktop, they can no longer have TE reports open in one screen while reviewing accounts in DT with another. Customer would like to be able to open the report or reports they nee...
Jesse Hartman 15 days ago in Procare Desktop / Enterprise Support 0

Tuition Express Reports Window Controls

Currently, Tuition Express report windows do not include options to minimize or maximize the screen (see attached test database screenshot). Adding these controls would greatly enhance usability, allowing users to view reports more comfortably and...
Shannon Nowak 3 months ago in Procare Desktop / External 0

TE POS should default to $0.00 if the balance is below $0.00 to avoid accidental refunds

Summary TSYS recently blocked some unusually large refund attempts that were unintentionally initiated at the point of sale. The issue stems from the TE POS screen defaulting the transaction amount to the account’s current ledger balance. This is ...
Preston Holden about 1 month ago in Procare Desktop / Internal Facing 0

Payment Decline Email Communications

Since the migration to TransIT, the Declined Payment email notifications are no longer being sent. These notifications were an important tool for users, serving as an early warning system for bounced payments. Restoring this feature would help cen...
Shannon Nowak 3 months ago in Procare Desktop / External 0

Allow users to print a report for Batch Recurring Payments Request or fix the Tuition Express ID Report

Customer used the Tuition Express ID -Not Signed Up report as a part of their acquisition process. Functions > Family Accounting > Batch Recurring Payments Request can be used to find the information, but the information cannot be printed ou...
Beth Carlin 24 days ago in Procare Desktop / Internal Facing 0

Custom Report - No Schedule or Billing

Customer Funded Report Request Customer is asking for a hybrid report that combines “Children with no Schedule” and “Children Without Contract Billing” Module/Asset: [FD/FA/AG/MT/AT/ED/PR/EL] FD, FA Type Preference: [Data View or Crystal ...
Jesse Hartman about 2 months ago in Procare Desktop / Internal Facing 0