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Online Ideas Workspace

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Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline about 2 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Attendance Billing Plan Report

A Tuition Billing Plan Report existsIt is helpful to see who does not have a recurrin gplan filled outI am not seeing one for attendance recurring billingStudents with attendance recurring billing do not show their recurring billing on the tuition...
Beth Carlin 17 days ago in Online Ideas Workspace / OL - Reports 0 Planned

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 9 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 10 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen about 1 year ago in Online Ideas Workspace / OL - Permissions 1 Planned

Add Immunization Doses Based on Age

BAM: 17418497 is trying to set up the DTaPs vaccine, which recommends getting a doses of the initial vaccine at 2 months, 4 months and 6 months, then booster shots at 15-18 months, and 4-6 years. The center has mentioned that configuring this is q...
Guest over 1 year ago in Online Ideas Workspace / OL - My School 1 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 about 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

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 4 months ago in Online Ideas Workspace / OL - Sign In & Attendance 5 Planned

Expanded Permissions

Customers can benefit from expanded permissions for staff, like those found in Procare Desktop. Multiple schools I've worked with have been dissappointed that they are limited to general categories, instead of features within categories; when sett...
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Permissions 1 Planned