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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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Custom report for Security Deposit

-Customer Funded Queue- Customer is requesting a report be built with: The report would ideally reference an enhancement that is documented in a separate Aha - DESK-I-270. Report parameters would be a typical filter, but no date range picker The r...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 1 Future consideration

Allow Desktop to Surcharge a Percentage and a Flat Amount

Both Procare Online and SchoolcareWorks allow customers to surcharge a percentage and a flat amount.
Zachary Keith about 1 year ago in Procare Desktop / External 0 In Review

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin almost 2 years ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 9 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Documents 0 In Review

Link Siblings on Registration Forms

When a parent selects the 'Add a Child' option on a registration form, they are given the ability to submit information for all their children at once. The registrations then appear separate within the Leads section (one registration per child). H...
Meagan Haas 5 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1 Future consideration

Filter by tracking in the Weekly FTE Report by Classroom Report

Customer would like to be able to filter by tracking items in the FTE Report. Weekly FTE Report by Classroom, found in Family Data & Accounting > Reports > Standard Reports Family Data > Classroom Schedule. For example, they have trac...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Once the Corporate FTE report exists, add the ability to filter by Tracking items.

Customer was pleased to hear there would soon be a Corporate version of the FTE Report.Once it exists, they would like it to include the ability to filter by tracking items. For example, they have tracking items for subsidy and private payers and ...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Have all Center level customers default to TE on onboard

Have all Center level customers default to Tuition Express upon onboard. Have all Parent Engagement centers default to Tuition Express. This would save time on the onboarding process.
Chasity Dorsey almost 4 years ago in Online Ideas Workspace / Other 0