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Online Ideas Workspace

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Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 8 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads 4 Planned

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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Planned

Reporting for Lead Profile Fields

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.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Reports 1 Planned

Updates to Sign-In Icons in App

The Sign-In Kiosk icon in the app shows a QR Code, but not all schools use the QR Code. The pinpad icon might be clearer since that will always display on that screen. The Parent Kiosk icon in the app shows a pinpad (or maybe it's meant to be tile...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Sign In & Attendance 5 Planned

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest almost 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Ability to view newsletters through the App

Clients want parents to be able to view newsletters through the app.
Guest almost 4 years ago in Online Ideas Workspace / OL - Newsletters 0 Planned

Remove $0 charges from recurring attendance plans

This center has many possible charges in their recurring attendance plans, and it's overwhelming for them and parents to see all of the charges when many of them are $0. They'd like $0 charges to be hidden from the invoice and from reporting.
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Planned

Move question fields in Registration

The ability to move questions in the registration process, so if you add your own, they can follow the field you would like them too.
Guest 6 months ago in Online Ideas Workspace / OL - Leads 3 Planned