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Procare Desktop

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Child enrollment status report for a specific status sorted by date like "Waiting List" status and the report shows

Child status report for a specific status sorted by date like "Waiting List" status and the report shows: status date, kid's name, bday and classroom, plus parent name, address and phone # on one report. List every kid that has that status date in...
Austin Branham 2 months ago in Procare Desktop / External 0

Child Enrollment report where the report date range has a start and end date, not just an as of date.

Total Count of kids that had status of Enrolled in that date range. Possibly list kids and their Enrolled date range in the report. Example: If kid's Enrolment Status history shows: Johny Smith Enrolled 1/1/2024 Withdrawn 5/4/2024 You run this rep...
Austin Branham 2 months ago in Procare Desktop / External 0

1.) Payroll General Withholding summary report with drill down.

Summary list each named general withholding and total amount for the date range. Double click a named withholding - drill down reports employees for the withholding and their amounts making it up. So you double click on "Retirement" total 5,000.00...
Austin Branham 2 months ago in Procare Desktop / External 0

Notice on payment auth form that they may be assessed a fee

Requesting that something is added to the payment authorization form so that when parents fill it out, it lets them know that credit cards may be assessed a fee and to check with their center for more information.
Shelby Hansen 5 months ago in Procare Desktop / External 2

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 almost 2 years ago in Procare Desktop / External 0 Future consideration

Schedule Lock

Customer wants more accurate historical reporting for schedules, and has expressed a need to 'lock' schedule information after a particular threshold is met, to ensure reporting accuracy. " For historic records, the end goal would be that when a w...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 0

Schedule template restrictions

Customer expressed a need to restrict non-System Supervisor users from changing the default field values on any given schedule template that is created for, or already associated with a child record: Classroom Name Day In Out 'Start Date' and 'End...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 2

Ability to hide, delete, or deactivate existing schedule templates

Would like to see the ability to better manage schedule templates. Specifically, old schedule templates are unable to be hidden or removed via the Schedule Templates manager if they are in use - it would be very helpful to be able to remove the sc...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Future consideration

Paylocity API

Two customer have requested an API be built to connect with Paylocity for employee and payroll data.
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Expanded Royalty Report

Kiddie Academy has needed an expanded version of the Royalties Report found at Standard Reports > Family Accounting > Charge/Credit Summary > Royalties Report for several years. They want the first page of the report to remain the same as...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0 In Review