Procare Desktop

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...

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...

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...

With the new TE Batch functionality, batches can be scheduled in the future and will generate an error if they are modified within 15 minutes of their scheduled submission time. This is problematic because the only place in the front-end where the...

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.

Customer Funded Queue Customer uses a Tracking Item category to determine the number of days they bill a child for. It is configured to have options for various combinations of weekdays, representing the days. They are asking for a custom corporat...

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 ...

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...

include the payer name on the payment reconciliation utility

Customer uses child last names as the convention for Account Key, and would like there to be an option in the myprocare setup wizard to allow for that. Currently the only options are based on payer last name or last name + first initial