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

Notification for red cloud error

Center would like to be notified when a red cloud error occurs either by email or some sort of pop-up.
Guest 5 months ago in Procare Desktop / External 0

Greater flexibility with Standard Amounts

Customer would like to be able to apply Standard Amount adjustments to specific subsets of accounts when using the button to update billing boxes. Configuration > System > Accounting Management > Family Accounting > Standard Amounts Wh...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 0 Planned

Enhancement to myprocare new registration email

Customer wants a modified version of the new registration email that is sent to the school with details of the new registrant. They must keep signed paper copies of enrollment information for licensing, and the myprocare new registration email has...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 Unlikely to implement

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 6 months ago in Procare Desktop / External 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

Tuition Express Payments by type Report - Only allow users to see information for their school

Standard Reports>Tuition Express>Tuition Express-Transactions >Tuition Express Payments by type Report The customer has multiple schools on one IKN When a user accesses this report, they can access more than just their school. Users would...
Beth Carlin 3 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Tadpoles Relationship Transmission does not delete removed contacts

Description of Issue: From Dani at KA corp - We worked with Sean at tadpoles and he confirmed that if you delete a contact (relationship) in Procare, it isn't making a call to tell tadpoles to delete that contact. Therefore, the old/bad records on...
Guest 3 months ago in Procare Desktop / External 0 Future consideration

Corporate Report of the Agency Accounts Only

The customer would like a Corporate version of the Standard Reports- Agency Accounting-Account Balance Summary-Agency Accounts Only
Beth Carlin 3 months ago in Procare Desktop / Enterprise Support 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 6 months ago in Procare Desktop / Enterprise Support 0