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POS Transactions "View Declines" Option

Add a "view declines" option for the POS Transactions report so customer can view successful and declined POS payment in one report. This would help larger customer not have to run two reports for each of there schools to see which POS payment whe...
Liam McCarthy 5 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

Returned ACH notification email

Customer wants to receive email notifications from Tuition Express when an ACH transaction is returned or fails to post, so that he has better visibility on what is going on with the payments he is receiving from parents.
Jesse Hartman 7 months ago in TE Transactions / Operational Efficiency 0 Future consideration

Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman 6 months ago in TE Transactions / Operational Efficiency 0 Future consideration

Adding Corp TE Report: 'POS Transactions Not Posted'

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...
Jesse Hartman 6 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Tuition Express Reconciliation report

Schoolcareworks has a reconciliation report built into the software which is significantly easier to utilize than a manual reconciliation using Procare deposit reports and a combination of Bank account activity, TE batch, and POS reports to comple...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 7 months ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0 Future consideration

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern over 1 year ago in TE Transactions / Center Daily Tasks 0 Future consideration

Batch Payment Upload - Agency Accounting

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum about 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Schedule Lock

Customer wants more accurate historical reporting for schedules, and has expressed a need to 'lock' schedule information after a particular threshold is met, to ensure reporting accuracy. " For historic records, the end goal would be that when a w...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration