Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

OL - Billing & Accounting

Showing 36 of 1574

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 3 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 3 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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Add Security Deposit Feature

Customers need a robust Security Deposit feature, like in Procare Desktop. The current solution is to Charge the Family Ledger, Receive a payment, Create a Ledger Account, and Receive a payment. When ready to apply the payment to the family ledger...
Zachary Keith over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Card Types Separated on Reports

BAM 27721275 really wants to be able to see debit and credit card separated on reports. They are all showing as card on reports and she says that if they were to surcharge on cc, she'd want a report to show exactly how much her center incurred in ...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0