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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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Showing 243

Paylocity API

Two customer have requested an API be built to connect with Paylocity for employee and payroll data.
Jesse Hartman 12 months ago in Procare Desktop / Enterprise Support 0 Will Not Implement

add a filter for account for Specific Charge/Credit Summary

When running Specific Charge/Credit Summary from the corporate view, it would be great to add a filter for account. For example, if a customer wanted to see all staff discounts in the month, it would be super handy to be able to pull actuals for a...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

InSite Parent - Make it so Sponsor #2 cannot see subsidy amount on app.

For some reason, sponsor #2 can see the subsidy ledger amount on the parent app when trying to pay. Sponsor #2 needs to be able to pay so should not have his own ledger.
Guest about 3 years ago in SCW 0 Will Not Implement

Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's ac...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Create a sibling report

Unable to easily see families only with siblings, It is common that discounts are giving to siblings or children that are in the same family. Create a report that shows the siblings easily so you can see the siblings in the system and what discoun...
Kristina Gass over 5 years ago in SCW 1 Will Not Implement

Add Automatic Billing Feature

Customers are requesting an Automatic Billing Feature, similar to Procare Online and some of our competitors.
Zachary Keith almost 3 years ago in Procare Desktop / Internal Facing 3 Will Not Implement

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Option to clear TE profiles

Customer would like an option inside of Desktop that would allow them to clear all Tuition Express profiles for all families at once. At the end of each year they want to easily clear profiles and collect newly completed authorization forms from t...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Agency Version of Primary Accounts @ 30 Day Aging - Details

Kama'aina Kids (BAM: 10859000) would like an Agency Version of the Primary Accounts @ 30 Day Aging - Details Location: Corporate Reports > Standard Reports > Family Accounting > Account Aging
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

Integration with Everbridge

Customer is a city in Florida that uses a third party (Everbridge) to provide disaster / critical event management software - it is used as a mass notification tool. The purpose for the integration would be for Procare to push select data (general...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 1 Will Not Implement