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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 10 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 10 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

GL & Ledger Lock on Previous Periods

Hello, As I am on the accounting side of things, once I have my books closed for the month and the board has approved them, I close our accounting period and no more items should be posted backwards. This is always important, but super important a...
Guest 10 days ago in Desktop User Suggestions 0

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 12 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Add time stamp for last update to Billing Filter Buttons

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 ...
Brian Bistline 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Increase Font Size on Desktop

PLEASE find a way to allow increasing the font size on the desktop version for easier viewing. Many of our staff utilize laptops and it is very difficult to read desktop's very small print.
Guest 13 days ago in Desktop User Suggestions 0

Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

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...
Brian Bistline 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

In agency payment processing let us sort by child last name.

Payment amount come from the state for the entire month on one form that is alphabetical by child's last name. Agency payment posting only allows us to sort by child first name (comment) or account key. I will save a significant amount of time if ...
Guest 15 days ago in Desktop User Suggestions 0

Emergency Contact Report

It would be amazingly helpful if there was a report that could be pulled containing all of each child's emergency contacts- not just the parents.
Guest 15 days ago in Desktop User Suggestions 0

Use Acct Key on POS statements

Searching for parent and grandparents that have different last names than the account is under is very time consuming and changing it without notice or a way to change the report is really frustrating. You have made and already long process even m...
Guest 16 days ago in Desktop User Suggestions 0