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Procare Desktop

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Authentication/verification process for digital payment filing

Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
Shelby Hansen almost 2 years ago in Procare Desktop / External 2 Will Not Implement

There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Tam Roberson almost 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Overrides report

Stephanie from The Nest would like a report that shows schedule overrides.
Shelby Hansen 12 months ago in Procare Desktop / External 0 Will Not Implement

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function
Owen Carlson almost 2 years ago in Procare Desktop / External 0 Will Not Implement

Child Document drag and drop

Customer would like to see 'drag-and-drop' functionality when using child documents within Desktop.
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Myprocare import initials

Customer wishes to have greater visibility on the actions taken by staff when importing accounts or reregistrations from myprocare. Currently the account logs display 'sys' for the user who performed the import. The business need is for more infor...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

MyProcare corporate controls

Customer expressed a need for more efficient management of myprocare from a corporate perspective. They would like to build programs at a corporate level and then selectively apply those programs to individual locations. Such a feature would ideal...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Enhanced Ledger Lock functionality

The request would be to add an option under the 'Recurrence Type' menu for the 1st business day of the month, or to have Ledger Lock calculate weekends and configured School Close Dates when determining grace periods. Their intent is to lock the l...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Add multiple tables to Data Viewer (user defined & Tracking)

Current functionality only enables users to run reports with tracking items OR user defined fields. Customers need to report using both. We need to add a data view tool that enables users to use report using multiple data tables.
Elliott Tarrant about 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Enhancement to Charge/Credit Summary - Agency Accounts

Agency Accounting > Charge/Credit Summary > Specific Summary - Agency Accounts Customer would like an new report or an enhancement to this existing report to add an optional input field on the report setup screen to have the report calculate...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement