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Procare Desktop

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Reports with address

It would be very useful for our Canadian customers to have a report that meets the info they need for taxes that they can share with their parents. At the moment the reports that show them how much parents pay, do not show the addresses and then n...
Titus Gill about 1 year ago in Procare Desktop / External 0 Will Not Implement

Enhancement to Enrollment Status Audit

Customer would like to see the timestamp when the status was originally created, in order to provide a complete audit trail for administrators.
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 2 In Review

Payroll deduction import

Description: Customer wants to see functionality in Desktop that allows them to import payroll deduction numbers in bulk. They want to be able to import the deduction amount and the person/account associated to have a more efficient way to apply t...
Jesse Hartman 2 months ago in Procare Desktop / Internal Facing 2 Future consideration

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.
Zachary Keith 8 months ago in Procare Desktop / External 1 Future consideration

Custom Report Request - Schedule Summary 4 Sections

Customer Funded request Customer would like to create either a custom Standard Report or a custom Data View to display the information found in the Standard Report 'Schedule Summary - Four Sections' but with an additional column that denotes 'Age ...
Jesse Hartman 2 months ago in Procare Desktop / Internal Facing 2 Planned

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...
Beth Carlin about 2 years ago in Procare Desktop / Internal Facing 1 Future consideration

non-System Supervisor permission enhancements

Customer would like the ability to give non-System Supervisors a permission that allows access to individual school settings found under Configuration > System > Locations & Users Another related issue for them is that user groups access...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 In Review

Attendance report grouping

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...
Red Lake about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

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 over 1 year ago in Procare Desktop 0 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 about 2 years ago in Procare Desktop / Internal Facing 3 Already exists