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Procare Desktop

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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 7 months ago in Procare Desktop / Internal Facing 0

Export MyProcare Review and Import List to Excel

Center wanted to know if there was a way to sort the My ProCare Review and Import list (ascending/descending age, for example) and expressed frustration with the fact that ages show in months and not years. They, like many others, use My ProCare a...
Jessica Nakma about 1 year ago in Procare Desktop / External 0 Future consideration

Custom Data View - Billing Box Activity

Customer maintains a fee assistance program and the fees are tied to unique IDs that are created and maintained in a third party platform. The unique ID that they are using from their vendor has been applied to child records within Desktop in the ...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 0

Billing Box import utility

Customer maintains a fee assistance program and the fees are tied to unique IDs that are created and maintained in a third party platform. The school district is going to be implementing an automated process by which families can apply for fee ass...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 0

Automated Emails from DT

Kama'Aina Kids - 10859000 Customer would love to see a feature in DT that would allow them to setup an automated and recurring email to her parents. The intent would be to send out statements or reminders to parents based on an email template they...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

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 8 months ago in Procare Desktop / Enterprise Support 0

Dayforce integration or API

Customer uses Dayforce as their time and attendance solution, and need to have a connection with Desktop where they can sync attendance data in real time so that the information on their dashboard (engagement) is accurate. Ideally it would be from...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

Change 4006 Error message within MyProcare to be more descriptive

The 4006 error message as presented on MyProcare.com is a very confusing error message as it advises to call into Tuition Express support but this is a step that actually must be completed by the center, not the parents who see the error message l...
Nick Sarbaum over 1 year ago in Procare Desktop / Internal Facing 5

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule. Default line items associated with a schedule template would al...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 In Review

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 4 months ago in Procare Desktop / Enterprise Support 0 Planned