Ideas

Now that PPD has been available for more than a year, customers are starting to cancel. Currently there is no link between the churn cases and the LMS, so the Professional Development team isn't notified when customers churn/cancel and those custo...

Currently, when hovering over the red “!” indicator next to a failed payment on the ledger, the tooltip only displays “Payment Declined.” This message is too generic and does not distinguish between legitimate payment failures and internal communi...

A recent change to expose immediate credit card failures on the ledger has unintentionally caused ACH transactions to display as failed when the issue was simply a lack of response from Tuition Express (TE), not an actual payment decline. These “p...

Details: We would like the ability to control whether payment failure emails are sent and to whom they are delivered. Ideally, this would be implemented as a toggle or settings option allowing users to: Enable or disable the sending of payment f...

Presently, when a center attempts to refund a parent on a charge that is over 90 days old, the error message thrown says "The payment is already refunded" which is misleading and often not even true. This should change something that is more trans...

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 ...

BAM 17327695 and 10514000 would like the option to add percentages for line items, just like you can with discounts, within invoices

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...

Customer would like to send specific training to specific staff.As in X Admin knows that Y staff needs to work on time management, so they only want to send Y staff that training, and not all staff

I was working on getting a new client and lost the deal because their only reason to switch would be if we had enough/more qualifying PPD courses for their state in Spanish. The majority of her staff speaks Spanish. They are located in Minnesota h...