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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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Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern about 1 year ago in TE Transactions / Center Daily Tasks 0

Leverage the Billing Address Field from the TE HPP Instead of using the PArent input address field

The TE Hosted Payments Page has address fields that can be exposed for ACH set-up. Instead is using the parent-filled address, the customer should enter in their own billing address via the HPP. The HPP includes controls to ensure that accepted ch...
Stephen Anastasi 3 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Batch exposure settings (charge/credit descriptions)

Customer would like to improve their process for adding new locations to their IKN through acquisition. Currently this involves managing exposure settings for charge and credit descriptions one at a time. Ideally they would like to have a way to m...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

State of CA - LIC form 9040

State of CA requires the facility roster to match their form LIC 9040. Right now it does not, it is missing Physician's name and phone number columns along with "date left". EVERYONE in the State of CA would benefit from this as they are requestin...
Guest 3 months ago in Desktop User Suggestions 0

Custom Report Generator

In the standard reports section, have an option to create customized one-time reports. So, for example, I could create a report with a list of currently enrolled children (similar to the sign in/ sign out sheet) but I could customize the table hea...
Guest 3 months ago in Desktop User Suggestions 0

Allow a bulk option to delete old transactions from prior years: IE GL entries, Checks, Deposits instead of having to individually remove them

It will be too time consuming to find all the old entries and remove them back 10 years!!!
Guest 3 months ago in Desktop User Suggestions 0

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Child Record indicators

Kiddie Academy reported that during the initial enrollment process when a child's record is being configured/setup (enrollment status, relationships, billing box, schedule, etc.), some items can be missed or forgotten which has downstream impacts ...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 2 Planned

Kindersystems Extra - Single Transmission

Need to be able to transmit single records instead of batch through the Kindersystems Extra. Missouri has a restriction in place that prevents centers from transmitting attendance a second time during a particular timeframe. Unable to wait for all...
Jesse Hartman 3 months ago in Desktop User Suggestions 0