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Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove Pin from Corporate Dashboard

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.
Guest about 1 month ago in Online Ideas Workspace / Other 0

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 10 months ago in Online Ideas Workspace / OL - Subsidy 4 In Review

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 10 months ago in Online Ideas Workspace / OL - Subsidy 4 In Review

Print Monthly Sign In-Out Sheets

The ability to print monthly sign-out sheets for students on the student sign in section of procare online.
Davina Metts about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Sign In & Attendance 0 Future consideration

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Leads 4 In Review

Schedule when Calendar events are sent out

Currently, the Calendar sends out emails to families immediately when an event is created (if you select whom the event is for). If a center wants to log an entire year's events, then parents will get large quantity of emails. If centers could sch...
Kami Lee 8 months ago in Online Ideas Workspace / OL - Calendar 3 Future consideration

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 11 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Classroom forecasting / Predictive Enrollment

Being able to report on, or otherwise see visualizations of classroom capacity by enrollment, student age, and program assignments. The intent is to be able to get accurate reporting for distinct timeframes for analysis, and to be able to look int...
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Reports 1 Needs More Information