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.
Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
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...
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...
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.
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...
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