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Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 6 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

Permissions to delete messages

The non-admin staff are able to delete the messages that they have sent to parents. I can foresee this being a concern for Admins that they could send parents a message and then delete it. Please offer some option for permissions on deleting the m...
Guest over 3 years ago in Online Ideas Workspace / OL - Parent Messaging 0

Reporting Guidance

On the Attendance per Student Report if you select all the students the report will fail to generate. Please indicate what the limitations are on there. If you can only generate a report with 10 students or whatever please put that info on there. ...
Guest over 3 years ago in Online Ideas Workspace / OL - Reports 0 Will Not Implement

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 6 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 0 Future consideration

Red dot for visual cue on Pending Approval for activities

BAM - 32333447 - Customer would like to have a visual cue for pending approval list so you can easily see when there is a new one. " It would be great if when there was a Pending Approval on the Dashboard, a red dot could appear in the menu on the...
Sirah Brautigam 6 months ago in Online Ideas Workspace / OL - Dashboard 0

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 11 months ago in Online Ideas Workspace / OL - Permissions 0

Enhancements to the Ratio Monitoring Graph

Primrose School at the DTC is requesting that the Ratio Monitoring Graph is built out to include the ability to filter by both room and tags. Since Primrose is able to create their own tags this will allow them to better understand trends within c...
Guest over 3 years ago in Online Ideas Workspace / OL - Capacity & Ratio Monitoring 0

Add "Served" as a quantity option in Meal Activity

Customer requested "Served" as a quantity option since some classes (Pre-K) do not require an amount in how much the students ate, only that they were served. Adding this option would allow admins to create the meal activity for all applicable cla...
Brandon Calderon over 3 years ago in Online Ideas Workspace / OL - Daily Activities 0

Editable Invoice

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...
Jessica Furey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1