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Procare Solutions Internal Ideas Portal
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OL - Billing & Accounting

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Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

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

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

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 10 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 Will Not Implement

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

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