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Move MSGR report to TE Corp Reports

Feature Request: Restricting Access to the MSGR Report Background: The Primrose Schools of South Tulsa and Midtown Tulsa, owned by Kelli Miller, have raised concerns regarding the MSGR report. Currently, this report is visible to all users marked ...
Pamela Armstrong 2 months ago in Primrose Private Ideas / Reporting 0

The Ability to add Staff members in a bulk upload.

I've had several centers with over 20 staff members. Giving them the option to add their staff members to a spreadsheet and bulk upload them to their account, would be nice and helpful too for multiple locations.
Esmeralda Serrano about 1 year ago in Online Ideas Workspace / OL - Staff Data 1 Future consideration

List DOB for Staff as a permanent field in their profile

DOB is listed as a data point in the Staff Detailed report, but this is not a permanent field in the Staff Profile. Please make it so that it maps into the field on the report. Clients often add this field using custom fields and since it's alread...
Guest about 4 years ago in Online Ideas Workspace / OL - Staff Data 0 Future consideration

List staff as lastname-firstname

A customer was looking for a way to list her staff by last name rather than first, much like she can with her students. This is not an option at this time but would help the Engage platforms feel more seamless as staff default to being listed by l...
Red Lake 12 months ago in Online Ideas Workspace / OL - School Settings / OL - Staff Data 0 Future consideration

Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Allow Messaging to On Hold Families

BJ Long at Primrose School of Simpsonville at Five Forks would like to have the option to message Families that are currently in the Enrollment status "On Hold." BJ advised that the families listed under "On Hold" are their pre-registered and wait...
Guest over 1 year ago in Primrose Private Ideas / Parent Communication 0

Student Management - Report

Requested by Sarah Gillbert, an accountant at Primrose school of Lakewood Ranch Town Center in Case 01378282. We need to be able to see when students are added, when they leave, if they are being billed/not, and if their billing changed. The goal ...
Lexi Hueseman over 1 year ago in Primrose Private Ideas / Reporting 0

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

The ability to delete ratio monitoring alerts in bulk

The PS of Virginaia Beach South has submitted this idea to save time when deleting alerts.
Michelle Lackey over 3 years ago in Primrose Private Ideas / Activities 0

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned