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OL - Billing & Accounting

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Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Import Procare Invoice Numbers Into Quickbooks

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks
Sarah Rogers 24 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Be able to track subsidy the same as Desktop -- all the same capabilities

BAM 15529103 - Be able to track subsidies the same as Desktop -- all the same capabilities
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 4 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 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information