Procare Solutions Internal Ideas Portal
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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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SCW

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Could there be a way to transfer a family to another school without bringing over all the past billing? Also, it would be really nice if it used the same Portal ID and somehow linked the two accounts to the family. That way, if they still owed money to the old school, they can still make payments.

We currently can't use the Transfer feature because it brings over the billing.
Guest over 4 years ago in SCW 1 Will not implement

have a tab under roles to be able to select/deselect all at once

efficiency - reduce time to update information
Guest over 4 years ago in SCW 0 Will not implement

Simplify Meal Tracking with KR

We use KR to track meals, but the meal records don't automatically get pushed back to SCW. So, teachers are having to manually track meals on paper because otherwise they have to track through KR and InSite Provider, which don't speak to each othe...
Guest over 4 years ago in SCW 1 Will not implement

general ledger descriptions from running billing

be able to edit instead of removing entries and reposting with correct description. I was not able to edit the sibling discount, although it was adjusted before billing was run.
Guest over 4 years ago in SCW 0 Will not implement

Outstanding balance

Reporting financials by programs
Guest over 4 years ago in SCW 1 Will not implement

Allow the new Card Connect report format sent to customers to be uploaded from the Batch and Report screen

Card Connect changed the report format (changed columns around) that they normally send to customers, so it is no longer in the right format to upload from the Batch and Report screen.
Guest over 4 years ago in SCW 0

Include User on Journal Notes

When posting Journal Notes on family accounts, there is no way to tell who posted the note unless they remember to include their name in content of the note. We would like the system to automatically "stamp" the name of the user (just like it prov...
Guest over 4 years ago in SCW 1 Will not implement

Payroll Deduction Imports

Add exception report to Payroll Deduction Import to provide feedback of successful and unsuccessful records (including reason why unsuccessful).
Guest over 4 years ago in SCW 0

Staff > Payroll Period Lock/Closing

Would it be possible to change this set up to be like a coupon, where you can set up a payroll period and then click to restrict it by centre or province.
Guest over 4 years ago in SCW 0 Will not implement

I would like to be able to change the Reporting Group in the Blue Family Tab, to be able to filter more than 1 item, also in the Green Payments Tab under Outstanding in the Search Criteria I would like to be able to filter more than 1 item.

It will cut down on the time for collection during the first of the month.
Guest over 4 years ago in SCW 0 Will not implement