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OL - Billing & Accounting

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

Recurring Attendance Plan Improvement for Late Pick Up Fees

I often have requests from customers who are using recurring Tuition plans but also want to be able to invoice parents for late pickup fees based on attendance. If you assign an attendance plan to a student who only has a tuition plan and the stud...
Debbie Scarlett Foster 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 17 Future consideration

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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Planned

Be able to track subsidy the same as Desktop -- all the same capabilities

BAM 15529103 - Be able to track subsidies the same as Desktop -- all the same capabilities
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Tuition tied to child through their profile

Currently users cannot see tuition/billing items tied to children specifically through the child's profile. There is a need for being able to see and report on this, and currently use of tags relating to particular billing situations is the only w...
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment.

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment. - BAM 31384535
Pam Littleton about 2 months 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 almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 5

Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information