Procare Solutions Internal Ideas Portal
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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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Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Add a Global Tracking group type

It would be beneficial to add a group type under Account in Global Tracking to include Text instead of just single item or multi items.
Guest 7 months ago in Desktop User Suggestions 0

Permit IntelliKids dates beyond past 30 days

IntelliKids waitlist dates that are dated over 30 days in the past do not transmit and one client is requesting the option to bring them over to Procare.
Ryan Schultz 7 months ago in Procare Desktop / External 1 Will Not Implement

Parent invitation

The wording and directions are not very clear for the parents to sign up. Asked that the directions be more clear or provide step by step directions.
Guest about 4 years ago in Online Ideas Workspace / Other 2 In Review

Changes to Netsuite Files: Related to Bank Reconciliation

We had originally configured the report to lump payment types by date. Due to timing from time to time, a payment batch can straddle two days. Is it possible for ACH and Credit Card payment types to compress if the batch numbers are the same. Belo...
Guest almost 3 years ago in SCW 1 Will Not Implement

More Print options for Reports

Clients switching from DT to Online often request more print friendly reports. Especially get requests for financials, but in general - they are used to being able to have a variety of reports populate in a clean, print-friendly format. Would real...
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 0

Allow users to view void if Ledger Lock is enabled

The customer utilizes the Ledger Lock function.They have found that if the Ledger Lock is enabled, they are unable to view the void reason for voided transactions.
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 2 Already exists

Prevent Empty Schedules

Customer would like us to add some logic to the Child Schedule window that would prevent it from being saved if the schedule is empty. The save button in the schedule window remains greyed out unless a change is made. If the Start Date/End Date ar...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 3 Planned

Corp Report - Filtered Charge Description

Customer would like to have a Corporate Standard Report that lets them filter for specific charge descriptions and display the numbers by location. They need a narrow view of their charges in order to identify trends across their offerings by scho...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 1 Future consideration

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