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Procare Desktop

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Add a billing period to invoices.

Add a billing period to invoices. The customer thinks that this could be a big step forward in customers being able to calculate an FTE value that ties to tuition billed. It is not really about what the parent sees but more about the accounting si...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 0 In Review

User/Timestamp data for Child Schedules

Customer would like to see user and timestamp data for changes made to schedules that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do so currently because...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. The desire is for each line item within a child's billing box would contain user data and a timest...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review

Payment Reconciliation Tool - Not include already posted payments

Customers would prefer that the Payment Reconciliation Tool only show successful payments that have not posted to the ledger. Kama`aina Kids - 10859000 has reported successful payments and refunds showing in the Payments reconciliation tool that a...
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 1 In Review

KES: increase max allowed code numbers from 512 to at least a count of 1,999 . Procare DT Hardware product (Keyless Entry System)

Please add more details Required V2 KES, very large centers are hitting a wall, their current family/employee count exceeds the capacity of codes the V2 KES can handle. From two unrelated center calls it seems to max out at about 512 codes. The l...
Mark Boicey 7 months ago in Procare Desktop / External 1 In Review

Schedule Manager

Customer would like a more efficient way to manage child schedules inside of Desktop. It is prohibitively time consuming to manually enter each child's schedule, and they would ideally like to see some kind of Schedule function that would allow fo...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 In Review

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 10 months ago in Procare Desktop / Enterprise Support 0 In Review

Adjusted Payment Post Dates

Kiddie Academy uses ledger lock to close their books every Friday. When Payments are made by families over Saturday and Sunday, they are posted to a 'closed' week which causes them to have to reopen their ledger for that time period. Ideally they ...
Jesse Hartman 10 months ago in Procare Desktop / Enterprise Support 1 In Review

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule. Default line items associated with a schedule template would al...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 0 In Review

Custom Report Request - Annual Tax Statement

Custom Report Request Annual tax statement Module/Asset – FD/FA/AG/MT/AT/ED/PR/EL FA Desired Fields – Names, DOB, Tracking/UDF, Timecards, etc. Same as existing report format Parameters/Filters – Date/Visibility/Enrollment Status/Tracking/UDF, etc...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 In Review