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Procare Solutions Internal Ideas Portal
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OL - Billing & Accounting

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

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 17 Future consideration

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment.

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment. - BAM 31384535
Pam Littleton about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Batch Late Payment Fee

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.
Guest over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 6 Future consideration

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith 11 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 1 Future consideration

Add ability for centers to multiply a daily rate for billing purposes

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...
Chasity Dorsey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Future consideration

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration