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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

Would like the ability to print registration full forms once filled out, need paper copy of information there per state requirements. For now they will use reports with some of the data they need and print those.

BAM 17952255 - Would like the ability to print registration full forms once filled out, need paper copy of the information there per state requirements. For now they will use reports with some of the data they need and print those.
Pam Littleton about 1 month ago in Online Ideas Workspace / OL - Leads 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

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2 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

Edit the submitted date in leads

Customer would like the ability to edit the submitted date in the leads BAM 36475995
Pam Littleton 7 months ago in Online Ideas Workspace / OL - Leads 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

Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern 11 months ago in Online Ideas Workspace / OL - Leads 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