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...
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)
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.
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...
Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
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...
Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
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...
0
1
