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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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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 14 days ago in Procare Desktop / Internal Facing 0 Unlikely to implement

Add a billing period to invoices.

Add a billing period to invoices. The customer thinks that this could be a big step forward in customers being able to calculate an FTE value that ties to tuition billed. It is not really about what the parent sees but more about the accounting si...
Beth Carlin 14 days ago in Procare Desktop / Internal Facing 0 In Review

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 4 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 4 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson 5 months ago in Online Ideas Workspace / OL - Student Data 0

Attendance file for Pennsylvania

We would like to be able to export data to import into PELICAN/ELN/PSS Help Office of Child Development and Early Learning Here is the information they gave us. https://twobcs-my.sharepoint.com/:p:/g/personal/doug_commmgr_com/Eds-VgtSsjNIhaLV070Bk...
Guest 15 days ago in Desktop User Suggestions 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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest 8 months ago in Tuition Express / Increase TE Adoption 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 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2

Profile Field Mapping - Custom Students and Family Report

The new mapping of Lead Profile Fields to Active Student Profile Fields does not push the new profile field to the Custom Students and Family Report so customers cannot pull reports on that profile field for their students.
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Reports 0