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Online Ideas Workspace

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Add Reports to Online to Match the Reporting Capabilities of Desktop

This is one of the biggest barriers to customers switching from Desktop to Online. They start to switch and then identify a report they need in Desktop that isn't available in Online (even with significant workarounds), so they switch back to Desk...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Reports 0

Allow centers to deny entry for families with past-due balances

Centers would like to be alerted and be able to deny entry to families that have overdue balances like they can in Desktop (https://www.procaresupport.com/procare-desktop/docs/en/deny-entry-block-check-in-prevent-check-in)
Courtney Iversen 7 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Allow Subsidy Line Items to be edited

After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Subsidy 3

change wording on button indicating parent has not been added to student profile

Currently, if there is no parent in the student profile, the main Students screen displays a button that says "INVITE PARENT" next to the student name. This is confusing to the user. I suggest the button say "ADD PARENT" to be more clear.
Debbie Scarlett Foster 6 months ago in Online Ideas Workspace / OL - Student Data 0

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 11 Planned

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Leads 2

Increased Password Security

Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / Other 0

Email/Push alerts for activities requiring approval

Allow for email and push alerts whenever an activity is created that requires Admin approval
Rob Relf about 2 months ago in Online Ideas Workspace / OL - Notifications 1

Revert Custom Field Listing

Client has chatted in regards to the order of their custom fields has changed, and would like to change it back. Up until yesterday, custom fields would show as Oldest to Newest, the newest being the last to be listed. This morning, they are now s...
Lauryn Swaney 8 months ago in Online Ideas Workspace / OL - School Settings 0

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 1