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)

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 ...

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...

When a new school is acquired, new profiles are created in order to generate a PIN. When the save button is clicked, it takes at least 90 seconds for the new account to save.

Is there a way (or report) that accounts that are habitually on the returns/declines report can be proactively identified?

Primrose plans to offer credit card surcharging functionality in Q2 2025. I suggest allowing center owners to opt-in to surcharge through a self-service model, similar to how Stripe integration currently works in Procare Online. Key Features: Surc...

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...

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...

Client would need TE BAR to populate daily and be sent to SFTP file folder of their choice

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...