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Procare Desktop

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Add/Improve Payments reconciliations

Desktop does not have a way to reconcile payments issues after the fact. Recent outages have identified the need for Desktop to be able to compare current ledgers against BAM to confirm and update the current status of payments and identify failed...
Preston Holden almost 2 years ago in Procare Desktop / External 1 Shipped

Net amount charged added to Automated Billing processes

Customer would like to see a 'net charges' calculation on the Automated Billing window where it currently shows the Charges and Credits separately. 'Net charges' would be a total = (Charges - Credits) TShirt: XS
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Shipped

Add Fields to custom Corporate Data Viewer Report

R' CLub has a custom corporate Data Viewer table we created for them a while back. We Need to add a few more fields in the report for them. The Custom corporate data view table we created for them is called "Child Enrollment + Meal Status". They n...
Elliott Tarrant about 3 years ago in Procare Desktop / Internal Facing 1 Shipped

Average length of stay for children that have withdrawn (not counting currently enrolled students)

BBMA needs a report that follows the following criteria: Qualifiers: If they withdrew for less than a month and re-enrolled and are currently enrolled, the withdrawal period would not count If they withdrew for less than a month and re-enrolled an...
Elliott Tarrant about 3 years ago in Procare Desktop / Internal Facing 4 Shipped

30 hour Calculation Method for Batch Post Accrued Benefits

Arizona has new benefit regulations which require employees to receive benefits per every 30 hours worked instead of 40 hours worked so centers in Arizona would like a way to adjust the calculations used by the batch post function.
Owen Carlson over 1 year ago in Procare Desktop / External 0 Shipped

Predictive Enrollment Report w/Staff Counts

Customer wants to add Staff forecasting and availability to the "Classroom Predictive Enrollment with schedule" report. They want to combine the current report functionality but include scheduled staff so they can see how many staff are scheduled ...
Elliott Tarrant over 2 years ago in Procare Desktop / Internal Facing 8 Shipped

Expanded Royalty Report

Kiddie Academy has needed an expanded version of the Royalties Report found at Standard Reports > Family Accounting > Charge/Credit Summary > Royalties Report for several years. They want the first page of the report to remain the same as...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 0 Shipped

Archive old users

System Configuration > Locations & Users > Procare users Customer reported that for their situation (many locations under a single IKN), it would be very useful to be able to archive inactive users and remove them from the view of active...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 2 Shipped

Additional unique IDs for custom Data Views

Customer has reported that they have new reporting requirements that they must meet. They have a variety of custom corp reports that have been previously built for them. Data Viewer will need to be updated to include unique ID fields: 'Episode uni...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Shipped

Improved Duplicate Checking in MyProcare Import

When importing MyProcare information (either New Family or new relationships from Re-Reg) the system looks for duplicates, i.e. the new person being created already exists. If a duplicate is identified, the process to resolve is difficult for anyo...
Justin Cook about 3 years ago in Procare Desktop / Internal Facing 0 Shipped