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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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End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Quick Ledger Posting Issue

Something has changed with the Quick Ledger Posting for cash and checks. I used to be able to input the first THREE letters of the Account Key to get to the account to which a payment needed to be posted. Now if I key in the first three letters, I...
Guest 7 months ago in Desktop User Suggestions 0

Tuition express

I would like to see that when parents or us need to process payment in tuition express that there would be buttons to say if the payment is for registration, deposit not just tuition. If a parent goes to make a payment it all just says tuition exp...
Guest 7 months ago in Desktop User Suggestions 0

Allow Customers to approve Admin Approval Items

Currently, implementation or support has to add items in QB for admin approval. This is a waste of time for us and would be much better left in the hands of our customers.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Permissions 0 Needs More Information

Need Improved scaling in DT for Computer monitors that are scaled up higher above 100%

Currently in DT, certain screen such as Myprocare New imports or Deposit report will lose their features and buttons when the user, ( usually on a laptop) increases the monitors Scale settings greater than 100%. For older users who have vision iss...
John Michaels over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Entire Ledger Summary

Instead of choosing specific dates for a account ledger report, have the option to run a report for the entire history of the ledger.
Guest 7 months ago in Desktop User Suggestions 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 about 1 year ago in Procare Desktop / Enterprise Support 0 Planned

List Charges First and then any discounts

Client notes that her invoices must Show the Charge Line First and then any discounts Currently the invoices show charges in order of farthest from zero to greater than zero.
Jessica Furey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

SCW - Guide for medical/immunization fields within Registration Setup

When filling out the question options under 'Registration Setup', there are many fields that secretly speak to each other. Certain fields must be set a specific way in order for them to work properly. There is no overview/guide as to what these sp...
Meagan Haas over 2 years ago in SCW 0 Future consideration

Capture a photo of the person dropping off or picking up

Most mobile devices have a face forward camera. Have you you considered capturing a photo at SISO of the person entering the Pin # etc? as another way to verify? I would assume you would set like a 72 hold on the photo and then purge but if a chil...
Guest almost 4 years ago in Online Ideas Workspace / OL - Sign In & Attendance 0