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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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Apply a credit to all family's accounts at the same time

There should be a way to apply a credit to all family's accounts at the same time, similar to the way we can use the late payment calculator. For example, if I want to apply a 15% credit to all our family's accounts for July only, there should be ...
Guest 3 months ago in Desktop User Suggestions 0

Return the maximum withdrawal setting in Tuition express

We have specific amount established per family and need this feature to ensure that we are able to continue to offer the best service to our families
Guest 3 months ago in Desktop User Suggestions 0

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Create an Excel Version of the Tuition Express POS Transaction Report

This client uses the Tuition Express POS Transaction Report to compare payment data and reconcile their books each month. Having this report in Excel would greatly help their monthly reconciliation process by allowing them to highlight, sort, and ...
Robert Skylis 6 months ago in SCW 0 Future consideration

Add additional activities o the Activity Dashboard

Customer woudd like additional activities to be added to the activity dashboard.The end goal would be to ensure that their staff are reminded to send x amount of x activity types per day.
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Daily Activities 0 Future consideration

Remove Age Range from Enrollment Status Summary Report

The Enrollment Status Summary Report in Desktop (Reports > Standard Reports > Family Data > Child Enrollment > Enrollment Status Summary) includes a built-in age filter (Age in Months; Range: 0–1200 months). This restriction creates re...
Shannon Nowak 3 months ago in Procare Desktop / External 0 In Review

Ability to customize recurring payment digital request wording

When the recurring payment digital form is sent out, it says to reach out if they received the message in error or didn't request a change, but it isn't clear who to reach out to. Customer would like the option to add their school email address or...
Shelby Hansen about 2 years ago in Procare Desktop 0 Planned

ACH Refunds

Allow for centers to refund via ACH
Ali Knapp 11 months ago in TE Transactions / Center Daily Tasks 0

Brightpath asking to hard code signatures on tax forms

Brightpath is asking that instead of a signature line on the tax forms being an option; they are asking that a signature be hard coded on tax forms. This way staff do not have to physically sign each form. This could be an easy win for an importan...
Dustin Jones 6 months ago in SCW 1 Planned

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean databa...
Chanel Carrigan over 2 years ago in Procare Desktop / Internal Facing 3 Already exists