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POS Transactions "View Declines" Option

Add a "view declines" option for the POS Transactions report so customer can view successful and declined POS payment in one report. This would help larger customer not have to run two reports for each of there schools to see which POS payment whe...
Liam McCarthy 4 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak 11 months ago in TE Transactions / Center Daily Tasks 0 In Review

Bulk Download Data

With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Student Data 4 Future consideration

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 11 months ago in TE Transactions / Operational Efficiency 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 about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection / OL - Student Data 0 Future consideration

Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

On the POS Transactions page of TE.com it will show transactions labelled as "Invalid" in addition to declines when the View Declines box is checked. However, these invalid transactions don't show on the ACH Returns/Credit Card Declines or any oth...
Liam McCarthy 5 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest over 1 year ago in TE Transactions / Increase TE Adoption 1 In Review

Include Enrollment/Discharge Dates in Bulk Upload of Student Data

Enrollment dates are a critical data field for accurate account tracking. Currently, dates must be entered manually for each child in Online, even when using the bulk upload template. Unless Active/Inactive tags are manually added by the user or c...
Ryan Schultz 6 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin 11 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Email Address Updates

Currently, if a parent or staff updates their email address and was already signed up, they need to reach out to Support to update the user record in QueenBee. It would reduce support volume and be a better user experience if updates to the Carer ...
Shannon Nowak 12 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration