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Allow ACH payment on Registration forms

BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Sirah Brautigam 9 months ago in Online Ideas Workspace / OL - Enrollment / Tuition Express/Payments 0 Future consideration

Prevent payment from OL to Quickbooks integration

When using the Quickbooks Integration, the customer is requesting that an option be created to prevent or disable payments from syncing over when using the Quickbboks Integration. Customer would like the ability to just sync over charges, and prev...
Gregory Wilson 11 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Offline payment log - choose date

Ability to choose the date that is logged when entering a cash or check payment manually. Currently, it only logs the dare that you enter it manually, but customers would like to be able to indicate when they received the payment.
Rachel Haver 11 months ago in Online Ideas Workspace / Tuition Express/Payments 0

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

Closed status Maintenance restrictions

Update Maintenance to either: a) not update the center status from 940-Closed or b) do not sent maintenance if the center status is 940-Closed
Jacob Hunsicker 12 months ago in TE Transactions / Procare Boarding / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Notification sent to school when a payment is made

The Preparatory School-Dripping Springs - 35665535 Customer would like the option of an explicit notification to be sent to the school when a parent's payment is successfully processed through TE OR when a parent signs up to use TE.
Jesse Hartman about 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

Allow Payments/Refunds for the same amount on the same day

Currently the system is set to Block duplicate ACH payments to guard against parents getting double charged if A:) the payment was taken by autopay but did not post to the ledger or B:) To stop a parent from pushing a second payment in the case wh...
Brian Bistline about 1 year ago in Online Ideas Workspace / Tuition Express/Payments 0

Filter reports by school ID

As a Center on TE that has multiple locations, I want to be able to filter on SchoolID when generating reports, so that I do not have to filter through unrelated data when I may only care about a certain school (NOTE: this will only be made availa...
Mari Triphahn over 1 year ago in TE Transactions / Center Daily Tasks 0 Planned

Gratuity option for parents to tip staff members

I have been a customer of Procare Software since 2012. I love the software and how it helps me manage my business. However, there is one super important feature missing that will help the entire struggling industry. Procare has the possibility of ...
Bennett Wright about 3 years ago in TE Transactions / Increase Revenue 1 Future consideration

Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
John Fargason over 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists