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Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum about 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Attendance Based Subsidy Billing Formulas

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 ...
Guest over 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

Include a traditional semi-monthly (custom option like in reports) option for billing

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...
Kelli Boreson about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

List Charges First and then any discounts

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.
Jessica Furey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Same day Autopay

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...
Lexi Hueseman about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Rename surcharge to a more parent-friendly term.

The customer recommends renaming surcharge to a more parent-friendly term.Kama`aina Kids Preschool - 10859000
Beth Carlin 8 months ago in TE Transactions / Increase CC over ACH adoption 0

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Minimum Payment

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...
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information