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Suppress Display of “Phantom” ACH Failures Caused by Missing TE Responses

A recent change to expose immediate credit card failures on the ledger has unintentionally caused ACH transactions to display as failed when the issue was simply a lack of response from Tuition Express (TE), not an actual payment decline. These “p...
Brian Bistline 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Request to add configurable options for managing the delivery of payment failure emails.

Details: We would like the ability to control whether payment failure emails are sent and to whom they are delivered. Ideally, this would be implemented as a toggle or settings option allowing users to: Enable or disable the sending of payment f...
Brian Bistline 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

We request an enhancement to the tooltip shown when hovering over the red “!” next to failed payments on the ledger.

Currently, when hovering over the red “!” indicator next to a failed payment on the ledger, the tooltip only displays “Payment Declined.” This message is too generic and does not distinguish between legitimate payment failures and internal communi...
Brian Bistline 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Bank Sync with Expense Tracking

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...
Jose Arias about 5 hours ago in Online Ideas Workspace / OL - Billing & Accounting 0

Zero Invoice Emails Options to send

We used to allow email notifications for zero invoices and because some customers complained their parents were complaining about the number of emails being sent, we disabled the ability to send zero invoices-despite the toggle that could have bee...
Kristy Sutton 1 day ago in Online Ideas Workspace / OL - Billing & Accounting 0

Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...
Brian Bistline 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Schedule a One-Time Invoice

BAM 13209121 would like to the ability to schedule a one time invoice being sent out. With recurring plans, there have to be at least two plans that recur to set it up, or else you have to remember to cancel the plan after it goes out once.
Kelly Kohlhagen 12 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Move MSGR report to TE Corp Reports

Feature Request: Restricting Access to the MSGR Report Background: The Primrose Schools of South Tulsa and Midtown Tulsa, owned by Kelli Miller, have raised concerns regarding the MSGR report. Currently, this report is visible to all users marked ...
Pamela Armstrong 2 months ago in Primrose Private Ideas / Reporting 0

Credit Card Surcharging Opt-In for Primrose Locations

Primrose plans to offer credit card surcharging functionality in Q2 2025. I suggest allowing center owners to opt-in to surcharge through a self-service model, similar to how Stripe integration currently works in Procare Online. Key Features: Surc...
Zachary Keith 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement