Ideas

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...

In most states, subsidized agencies pay based on a combination of schedule and attendance. For instance, they will pay for all of the days a child is scheduled, unless a child is absent more than 5 days--then they only pay based on attendance. We ...

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...

This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...

Client notes that her invoices must Show the Charge Line First and then any discounts Currently the invoices show charges in order of farthest from zero to greater than zero.

I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024. The time stamp on the charges was for 5:30p...

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this

Center would like to be able to batch change invoices BAM 39184867 requested this.