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Add the Child Plud Upload Documents functionality to Procare Online / Engagement

Add in the functionality to - Select what documents are required from families for the student.- Send a link to the parents for the documents- Include validation with name and birthday- Clearly show what documents are required and how to upload them
Beth Carlin 7 months ago in Online Ideas Workspace / OL - Documents 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 7 months 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 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Same day Autopay

I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024. The time stamp on the charges was for 5:30p...
Lexi Hueseman over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Allow Customers to approve Admin Approval Items

Currently, implementation or support has to add items in QB for admin approval. This is a waste of time for us and would be much better left in the hands of our customers.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Permissions 0 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Daily Activity for Montessori Schools

Customer would like to see a daily activity for Montessori schools BAM 50255425 requested this.
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Daily Activities 0 Needs More Information

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 9 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information