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OL - Billing & Accounting

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Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an "activity fund" they they can deduct from each month as the activities occur Yes, families can edit how much they are paying when it comes time to pay a tuition invoice, but it will be confusing for families bc it will appear that they owe less with the "activity fund" credit money they have.

BAM 55316822 - Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an...
Pam Littleton 15 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

ability to take POS outside of family ledgers for donations

BAM 81507696 - ability to take POS outside of family ledgers for donations
Pam Littleton 15 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Import Procare Invoice Numbers Into Quickbooks

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks
Sarah Rogers 2 months ago in Online Ideas Workspace / OL - Billing & Accounting / Other 1 Needs More Information

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information

Be able to track subsidy the same as Desktop -- all the same capabilities

BAM 15529103 - Be able to track subsidies the same as Desktop -- all the same capabilities
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information