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Procare Desktop

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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 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 almost 2 years ago in Procare Desktop 0 Planned

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

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 10 months ago in Procare Desktop / External 1 Will Not Implement

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

Add multiple tables to Data Viewer (Account and Child)

Customer currently can only run data viewer reports by pulling account level info OR Child info. Customers want more flexibility with creating reports that have all the information for both Account lever items (Tracking, Uder defined, etc) and chi...
Elliott Tarrant over 2 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Enhancement to IKS extra / LIB

The underlying issue is that the customer uses IKS in order to import registrations into Myprocare, but when they do so all of the imports arrive with the same time/date, so they are unable to prioritize the registrations in the order they were re...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 In Review

Integration for QuickBooks Online

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 ...
Jesse Hartman about 1 year ago in Procare Desktop / External 1 Will Not Implement

Reset MyProcare Import Date/Time to Local rather than GMT display

MyProcare Import Screen (both New and Re-Registration) display the submission date/time in GMT rather than local time. It used to be local and was switched and customers are complaining and confused with the change.
Jeff Sherman almost 2 years ago in Procare Desktop / External 0 Will Not Implement

Set PDF as the default report export type

Whenever a report is run in Desktop and you click the Export option to save it, the default option is always .rpt Crystal Report document type which is unusable to our customers. PDF is the choice 90% of the time and should be the default option.
Justin Cook over 2 years ago in Procare Desktop / External 1 Will Not Implement