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Pinned ideas

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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Showing 2020 of 2020

Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman 8 months ago in TE Transactions / Operational Efficiency 0 Future consideration

Add Waitlist to the list of statuses

Would help with workflow
Guest about 3 years ago in SCW 1 Planned

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 12 months ago in Online Ideas Workspace / OL - Reports 1

Translating to Spanish for families

In the southern region families have mixed language needs. English and Spanish are the primary languages. Currently families are not able to opt for information to be translated in Spanish and the system does not offer an option for the message to...
Guest 4 months ago in Desktop User Suggestions 0

Tax Receipts for Canadian Customers

Need the ability to generate tax receipts for Canadian tax papers via Procare Desktop. With the ability to email them out similar to invoices.
Guest 4 months ago in Desktop User Suggestions 0

Allow more than one Super Admin

The super admin would like to have other team members have the same access to their multi site registries.

Update time frame for auto-checkout of children on timecards.

There appears to have been a change to the children timecards where they are automatically checked out at the time of our closure if their parents had not. I would like to figure out how to change that or have it reverted back. Per state licensing...
Guest 4 months ago in Desktop User Suggestions 0

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove Pin from Corporate Dashboard

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.
Guest 4 months ago in Online Ideas Workspace / Other 0