Ideas

A recent change to expose immediate credit card failures on the ledger has unintentionally caused ACH transactions to display as failed when the issue was simply a lack of response from Tuition Express (TE), not an actual payment decline. These “p...

Details: We would like the ability to control whether payment failure emails are sent and to whom they are delivered. Ideally, this would be implemented as a toggle or settings option allowing users to: Enable or disable the sending of payment f...

Currently, when hovering over the red “!” indicator next to a failed payment on the ledger, the tooltip only displays “Payment Declined.” This message is too generic and does not distinguish between legitimate payment failures and internal communi...

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...

We used to allow email notifications for zero invoices and because some customers complained their parents were complaining about the number of emails being sent, we disabled the ability to send zero invoices-despite the toggle that could have bee...

Magical Beginnings - BAM: 94981231 - is looking for the ability to remove staff members that are no longer employed on their end. Currently providers must reach out to use to have them removed. They are currently using CCEI that allows for them to...

I was working on getting a new client and lost the deal because their only reason to switch would be if we had enough/more qualifying PPD courses for their state in Spanish. The majority of her staff speaks Spanish. They are located in Minnesota h...

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...

BAM 13209121 would like to the ability to schedule a one time invoice being sent out. With recurring plans, there have to be at least two plans that recur to set it up, or else you have to remember to cancel the plan after it goes out once.