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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

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

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

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

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

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

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

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum about 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration