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OL - Billing & Accounting

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

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

Minimum Payment

Center would like to automate/set a minimum payment amount for his families so that if he has subsidy students who are only paying a couple dollars a week, they wouldn't be able to pay until they reach a balance of the amount set by the center. BA...
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Hide Pendo Advertisement of TE to Customers Outside of US

For customers outside of the US, they will need to use Stripe as their payment processor. A better customer experience would be to remove the pendo that advertises TE in the top right corner sinc ethey cannot use TE.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0