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Procare Desktop

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Merge Letters Select by Family instead of by Student

Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balan...
Owen Carlson about 2 years ago in Procare Desktop / External 0 Will Not Implement

Tuition Express Payments by type Report - Only allow users to see information for their school

Standard Reports>Tuition Express>Tuition Express-Transactions >Tuition Express Payments by type Report The customer has multiple schools on one IKN When a user accesses this report, they can access more than just their school. Users would...
Beth Carlin about 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration

Corporate Report of the Agency Accounts Only

The customer would like a Corporate version of the Standard Reports- Agency Accounting-Account Balance Summary-Agency Accounts Only
Beth Carlin about 1 year ago in Procare Desktop / Enterprise Support 1 Will Not Implement

5.) Auto check out kids at end of day after set time, local install of PC or Cloud without FE being used

Auto check out kids at end of day after set time, local install of PC or Cloud without FE being used. I don't know what happens now if FE and FE side set to auto clock out - is this done?
Austin Branham about 1 year ago in Procare Desktop / External 1 Will Not Implement

Child enrollment status report for a specific status sorted by date like "Waiting List" status and the report shows

Child status report for a specific status sorted by date like "Waiting List" status and the report shows: status date, kid's name, bday and classroom, plus parent name, address and phone # on one report. List every kid that has that status date in...
Austin Branham about 1 year ago in Procare Desktop / External 0 Will Not Implement

Child Enrollment report where the report date range has a start and end date, not just an as of date.

Total Count of kids that had status of Enrolled in that date range. Possibly list kids and their Enrolled date range in the report. Example: If kid's Enrolment Status history shows: Johny Smith Enrolled 1/1/2024 Withdrawn 5/4/2024 You run this rep...
Austin Branham about 1 year ago in Procare Desktop / External 1 Will Not Implement

1.) Payroll General Withholding summary report with drill down.

Summary list each named general withholding and total amount for the date range. Double click a named withholding - drill down reports employees for the withholding and their amounts making it up. So you double click on "Retirement" total 5,000.00...
Austin Branham about 1 year ago in Procare Desktop / External 0 Will Not Implement

Time Card Approval w/ Initials

Customer reported a need to have more information on an existing Standard Report inside of Desktop. Report: Employee Data > Time Card > Employee Time Card Approval In the right hand side of the report are three columns under a 'Time Card App...
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 2 Needs More Information

Data View - Child All Enrollment Status Changes

Customer would like to see a Data View table just like Child All Enrollment Status, except that instead of pulling all children with enrollment statuses active between the data parameters, the customer would like a view of children who have an enr...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Config option to lock payments once posted to ledger

Creative World - 80490671 Customer reported that they want to greatly limit the ability of staff to change payments that have been posted to the system. They would like a configuration option that System Supervisors can enable which would automati...
Jesse Hartman over 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement