Procare Solutions Internal Ideas Portal
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Status Future consideration
Workspace Online Ideas Workspace
Categories OL - Billing & Accounting
Created by Shannon Nowak
Created on Nov 15, 2024

RELATED IDEAS

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Refunds had an associated audit log showing the user that made the change, and what specifically was changed.

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1 MERGED

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment.

Merged
Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment. - BAM 31384535
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration