Planned release date: December 17, 2019
NEW FEATURES & ENHANCEMENTS
New! – Balance as of Today (All customers)
Choose to have the Balance column in Family Data & Accounting show each family’s balance “as of today”. This is a nice option when you charge tuition in advance (say for next week or next month), but prefer the balance due to show as of today only. In previous versions the balance always included all entries regardless of date.
To choose which way to display the balance, begin at the Procare Home screen and go to Configuration > System > Locations & Users > Regions & Schools > dbl-click the Region Name (or School Name) > choose Family Accounting (left side) > scroll to the section titled Balance on Main Account Screen > select either Balance Includes All Entries (the default choice, which includes all entries—even those in the future) or Balance as of Today (the new option, which includes only entries through today’s date). [ref: 4291]
New! – Children with no Schedule Report (Customers with multiple locations)
We’ve added a new version of the “no schedule” report for use with multiple locations. This is helpful when you’re checking to make sure all enrolled children across all your locations have a schedule and is especially important if you bill based on child schedules. You’ll find the report under Procare Home > Corporate Reports > Standard Reports > Family Data > Classroom Schedule > Children With No Schedule. [ref: 4707]