Ideas

Customer would like to receive an email notification when a parent makes a payment via MyProcare or Engagement.This would hopefully be a setting that can be toggled on, as other location may not want this enables.The customer does not plan to turn...

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.

The password reset email currently instructs users to "reach out to the team" if they did not initiate the reset request. However, there is no meaningful action customer-facing teams can take in these cases beyond informing the client that anyone ...

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...

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...

Customer from BAM 34840000 says that the admins at her location need to be notified when there is an incident report made, so they can approve it as soon as possible and notify the families. After some testing, myself and another agent confirmed t...

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....

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...

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...

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.