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Have debit cards decline a transaction instead of allowing a partial approval

Currently, our system allows partial approval when a parent makes a payment with a debit card. This means that if a parent submits a payment of $100 but only has $10 in their account instead of declining the transaction for insufficient funds. The...
Johnny Colvin about 1 year ago in TE Transactions / Operational Efficiency 0 Already exists

Printable Deposit Report

Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 0 Already exists

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman 7 months ago in TE Transactions / Operational Efficiency 1 Already exists

Physician Information Added to Reports

A report that has the child's physician would be great as this is a requirement my the state in certain states.
Courtney Masters about 4 years ago in Online Ideas Workspace / OL - Reports 2 Already exists

Illness Report

Client was saying that on Tadpoles they had an incident report, but also an illness report to track symptoms and such. Was hoping PE had a similar activity. I demonstrated the Name to Face Health Check and Incident and showed her those options but...
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 0 Already exists

Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
John Fargason over 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists