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Procare Desktop

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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

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

Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 In Review

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Desktop Procare Email: Easy Access to copies of emails sent or CC option

Configuration > System > Regions & Schools > Set Options > General > Messaging Options > Service Provider set to Procare Customer would like this setting to allow for users to access copies of the emails they have sent after ...
Beth Carlin over 2 years ago in Procare Desktop / Enterprise Support 3 Will Not Implement

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 In Review

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 2 Future consideration

Child Record indicators

Kiddie Academy reported that during the initial enrollment process when a child's record is being configured/setup (enrollment status, relationships, billing box, schedule, etc.), some items can be missed or forgotten which has downstream impacts ...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 2 Planned