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Procare Desktop

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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 3 months ago in Procare Desktop / Internal Facing 0 In Review

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 3 months ago in Procare Desktop / Internal Facing 1 In Review

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 3 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 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

Autopay for Desktop

Allow Desktop customers to set a schedule for Batch Processing to automatically pull payments without running the function every day/week/month/quarter.
Zachary Keith 12 months ago in Procare Desktop / External 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 12 months 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 about 2 years ago in Procare Desktop / External 0 Will Not Implement

JotForm Integration: Allow for more than 1 active form

(for the customer-funded team)Kama'aina currently utilizes the JotForm integration.Right now the integration allows for one active form at a time.Before too long they would like to add at least a 2nd active form.This way they can have at least 2 r...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

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 over 1 year ago in Procare Desktop / External 1 Will Not Implement