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OL - Billing & Accounting

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Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 17 Future consideration

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Back-Date payments

When parents pay with cash or checks, they don't always get posted on the same day due to workflow at the centers. In some cases, like schools and rec centers, payments don't always go directly to the program director. They may go to the accountin...
Guest about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 5 Will Not Implement

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 4 months ago in Online Ideas Workspace / OL - Billing & Accounting / Other 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 about 2 months 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 about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 2 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1

Indicator for missing schedule and billing

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Student Data 0 Future consideration