Ideas

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...

Schoolcareworks has a reconciliation report built into the software which is significantly easier to utilize than a manual reconciliation using Procare deposit reports and a combination of Bank account activity, TE batch, and POS reports to comple...

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...

Some Centers bill monthly and want to be able to charge daily. In Desktop there is a way to run the billing and multiply the amount of days in the month. This is not billing based on attendance as they want to charge the daily regardless if the ch...

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...

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.

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...

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...