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

Make transaction response error messages more user friendly

Many of the transaction response error messages are not very user friendly, and result in confusion for our end users. Rather than having each platform transform the message into something more user friendly, we should consider enhancing these to ...
Mari Triphahn over 1 year ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Agency credit card payments in Procare Desktop

BAM 42725640 has a substantial portion of their business come through as agency payments from government agencies like Space Force. Those agencies want to pay via credit card, but there's not currently a way to do that in Procare Desktop + Tuition...
Benjamin Matson over 1 year ago in TE Transactions / Increase Revenue 0

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

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

Show names of non-active students on tax statements

Currently only the names of active students will be displayed on a tax statement. If a student is not active, their name and date of birth will be blank.
Rob Relf 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

History tracking enhancement

Update history tracking to include creation of new ApplicationCenter records, not just updates.
Jacob Hunsicker 12 months ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration