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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Authentication/verification process for digital payment filing

Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
Shelby Hansen over 1 year ago in Procare Desktop / External 2

Corporate report with classroom capacities

Customer would like to be able to pull a report at the corporate level that shows classroom capacities.
Shelby Hansen over 1 year ago in Procare Desktop / External 0 In Review

Report - Future Revenue Report

This report only provides revenue after discounts. We would like to have a report for Revenue before discounts.
Guest over 2 years ago in SCW 0

Charge/billing cycle report

User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...
Shelby Hansen over 1 year ago in Procare Desktop / External 0 In Review

Enhancement to Charge/Credit Summary - Agency Accounts

Agency Accounting > Charge/Credit Summary > Specific Summary - Agency Accounts Customer would like an new report or an enhancement to this existing report to add an optional input field on the report setup screen to have the report calculate...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 0

Update Report Names to remove Client Specific Naming conventions i.e. SSH, WYC

Reporting in SCW is difficult for our clients and internal staff when searching for report names. There are report names with client specific info (Payments Ledger WYC - Excel - Payments and SSH- Student Schedule) that should be renamed
Melissa Winterborne 11 months ago in SCW 0

There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Tam Roberson over 1 year ago in Procare Desktop / Internal Facing 0

Excel format of Weekly Sign/Out-Period-PDF report

This report is currently only available as a PDF and they would like to export it as Excel to add additional info.
Meagan Haas 11 months ago in SCW 0

Aging Report Based On Post Date

Needs to work for advanced billing and show parent and subsidy balances
Kaly Nasiff 11 months ago in SCW 0

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function
Owen Carlson over 1 year ago in Procare Desktop / External 0