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Adjust Review Page on Registration Form

When parents are submitted a registration form their review page is severely impacted on whether or not there is a fee added to the form. I have attached screenshots showing what the review page looks like for a parent from this QB school account,...
Benita Levario about 1 month ago in Online Ideas Workspace / OL - Enrollment 0 Future consideration

Request Desktop to Add Account Key to Info Sent for Transactions

Request that Desktop send the associated account key from Desktop when sending transactions info to the Payments API so that BAM and TE reports can accurately reflect the account key that is in Desktop.
Liam McCarthy about 2 months ago in TE Transactions / Center Daily Tasks 0 In Review

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak about 1 year ago in TE Transactions / Center Daily Tasks 0 In Review

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

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin about 1 year ago in TE Transactions / Operational Efficiency 0

Customer would like the option to add existing (not just new) profile fields onto an active students registration form so they can gather existing profile information from parents whose students are already enrolled

11/18/25 BAM 80131389 - Customer would like the option to add existing (not just new) profile fields onto an active students registration form so they can gather existing profile information from parents whose students are already enrolled
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Enrollment / OL - Leads / OL - Student Data 0 Future consideration

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest over 1 year ago in TE Transactions / Increase TE Adoption 1 In Review

Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

On the POS Transactions page of TE.com it will show transactions labelled as "Invalid" in addition to declines when the View Declines box is checked. However, these invalid transactions don't show on the ACH Returns/Credit Card Declines or any oth...
Liam McCarthy 7 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin about 1 year ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 12 months ago in Online Ideas Workspace / OL - Enrollment 2 Future consideration