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 ...
Add a message or tooltip to the Merchant Statement report to clarify how the report functions
It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically:
When a user runs the report for a given month , the data returned reflects the previous month’s activity .
Exam...
Centers need a receipt of all payments, including the registration payments, sent to parents. When the registration fee on the registration form is paid, there is no notification currently, and there is no way to get a receipt to Leads.
Centers would like to be able to search for keywords in messages
For example, if the director was talking about a subject with a parent a week before than they want to be able to search that subject to see who it was with or find around what time that conversation happened.
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...
Notification email upon creation of lead from registration
Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
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...
Allow Corporate Dashboard users to run attendance reports for all schools at once. A current customer who has 18 sites and will eventually have 45 sites has made this request. He needs to pull daily attendance reports for each school; without atte...