Customer may change licensing parameters for different classrooms for lower or higher capacity and/or ratio and they want to make those changes effective in advance. They want to be able to add start and end dates for different configurations.
CDS has indicated that they would be unable to use the payment reconciliation tool as-is because they have concerns about misuse. They would like permissions associated with the tool in User Groups and Limits so that they can restrict access to it.
Spoke with Ted from 27111297, he was trying to pull a Monthly Attendance Report for March of last year for licensing purposes and grouped it by "Primary Classroom." However, this grouping will put children in classrooms they are in now, rather tha...
Allow Desktop customers to set a schedule for Batch Processing to automatically pull payments without running the function every day/week/month/quarter.
Fix ACH Payment Posting on FE so that centers can utilize the feature
ACH is not currently being enabled as a payment option on FE, as payment posting is inconsistent. ACH Returns and refunds also cause issues when posting to Desktop.
Allow MyProcare users to resume an incomplete Re-Registration session
Retain the data from a Re-Registration session if the user either voluntarily leaves the session or is disconnect. When they return to Re-Registration they can resume the session where they left off.
Procare Desktop currently offers an integration with the non-SaaS version of Quickbooks, but this version of the software is being phased out by Intuit. There is a need for an integration with the QuickBooks Online platform which is replacing the ...
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...
All payment declines should show on the Ledger - Desktop
Currently, not all payments show in Desktop.This can be due to a POS Transaction being run and being automatically declined, a parent payment being declined due to insufficient funds, etc. This leads to confusion between parents and staff and also...
0
Planned
1
Future consideration
