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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 4 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

Notification When Parents Upload a Document

Currently users are not notified when parents upload documents to student profiles. This is a big pain point with many of my customers and I have received a lot of feedback that they would like to be notified when parents upload documents. Having ...
Jane Ault about 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 2 Future consideration

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern about 1 year ago in Online Ideas Workspace / OL - Documents 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

Bulk Document Approvals

To approve all the documents at one time and not have to approve all of them individually and look at them.
Lauryn Swaney about 4 years ago in Online Ideas Workspace / OL - Documents 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

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

Improvements to eDocs

Allow ability to search by student name in doc section of website. Searching by document name does not add value as many students receive the same document. Also, improve ability to filter by approval date. This currently groups all docs per stude...
Guest about 4 years ago in Online Ideas Workspace / OL - Documents 2 Future consideration