The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
Faster Document Sending (Documents feature in Online/Engagement)
There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
When parents make an ACH payment in SCW, there is a bank account number verification step. An added verification step for the routing number would be helpful.
Allow rejected documents to be corrected, not recreated.
Clients report that if they reject documents, that clients have to start completely over. This creates a lot of work for families and center admins/owners are fielding angry phone calls. Please allow rejected documents to be modified and resubmitted.
When setting up Type - Fees for adjustments, it would be nice to be able to have the lock function to restrict an adjustment type to just certain centres.
Remove the ability to use the ACH and Credit Card payment TYPE when you select Actions> Make payment. The only types that should be here are M.O., CASH, CHECK.
The PrePay form that needs to be filled out to set up is confusing, too long and too many questions. It needs to be easier. I have to train users and its always an ankward item to train. It makes no sense why there are so many questions.
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