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Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline 4 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 12 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Change descriptor of ACH refund on merchant statements

When ACH refunds are initiated, the descriptor on the customer merchant statement comes through as "AC-PPD-Credit On Us" which is a odd and somewhat confusing descriptor and we would like this changed to "ACH Refunds" as this will be far more clea...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Attendance Billing Plan Report

A Tuition Billing Plan Report existsIt is helpful to see who does not have a recurrin gplan filled outI am not seeing one for attendance recurring billingStudents with attendance recurring billing do not show their recurring billing on the tuition...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Assessment Reporting Filter Ability

What is the Problem: When trying to utilize the reports for assessments to discuss with a parent currently the only option is a giant long list of things that could have been recorded over long time spans. Business goal: To have a usable report to...
Guest over 4 years ago in Online Ideas Workspace / OL - Reports 7 Planned

Ability to add DOB to attendance report

State of Ohio requires the DOB for each child be on the attendance report. Could this be added as an option to select when generating attendance reports?
Leanne Scope almost 4 years ago in Online Ideas Workspace / OL - Reports 2 Planned

Filter reports by school ID

As a Center on TE that has multiple locations, I want to be able to filter on SchoolID when generating reports, so that I do not have to filter through unrelated data when I may only care about a certain school (NOTE: this will only be made availa...
Mari Triphahn over 1 year ago in TE Transactions / Center Daily Tasks 0 Planned

Reconsider PA-DSS requirement

Currently, TE users are required to accept the PA-DSS terms and conditions on an annual basis in order to continue processing, we would like to reconsider how we handle this requirement to reduce support calls and streamline the processing experience
Mari Triphahn over 2 years ago in TE Transactions / Procare Cust Support 0 Planned