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This customer would like to have a scheduling feature where parents can choose the days their child will attend in the upcoming month and be able to pay for that amount of days before they attend

BAM 78218614 - This customer would like to have a scheduling feature where parents can choose the days their child will attend in the upcoming month and be able to pay for that amount of days before they attend
Pam Littleton 19 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

They would like to be able to create an attendance plan where it can be automated to send the invoice out on Friday of the same week (example: A student is present Monday, Wednesday and Friday and is billed the daily rate for each day they're there that same Friday)

BAM 65977956 - They would like to be able to create an attendance plan where it can be automated to send the invoice out on Friday of the same week (example: A student is present Monday, Wednesday and Friday and is billed the daily rate for each d...
Pam Littleton 19 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Customer would like to generate a report on receipts on parent invoices

BAM 96118523 - Customer would like to generate a report on receipts on parent invoices
Pam Littleton 19 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

QB OL - surcharging enabled so payments come through with fees and don't match with invoices

BAM 28049619 - QB OL - surcharging enabled so payments come through with fees and don't match with invoices so he needs payments to come through matching what TE paid his bank (payments reported in QB on a batch basis)
Pam Littleton 21 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Move MSGR report to TE Corp Reports

Feature Request: Restricting Access to the MSGR Report Background: The Primrose Schools of South Tulsa and Midtown Tulsa, owned by Kelli Miller, have raised concerns regarding the MSGR report. Currently, this report is visible to all users marked ...
Pamela Armstrong 4 months ago in Primrose Private Ideas / Reporting 0

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 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration