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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 4 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

Parent Refunds

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...
Shannon Nowak 11 months ago in TE Transactions / Center Daily Tasks 0 In Review

Refunds Overview

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...
Johnny Colvin 11 months ago in TE Transactions / Operational Efficiency 0

Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

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...
Liam McCarthy 5 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

add an ALL ROOMS option to the Edit Room Assignment window

When I am training, I often recommend that Admin staff, in particular, be assigned to All Rooms. If there are a lot of rooms, it can be cumbersome to have to check each room and it's easy to miss one room. It would be nice if there was a box that ...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Staff Management 0 Future consideration

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest over 1 year ago in TE Transactions / Increase TE Adoption 1 In Review

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin 11 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)

BAM 38837426 - Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)
Pam Littleton about 2 months ago in Online Ideas Workspace / OL - Staff Management 0

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

Staff Scheduling - shift presets

Client would like to be able to create "shift names" and then be able to find those again as presets or templates. If Procare does not recall the shift names, then when other admin enter shifts and do not use the same naming conventions, things co...
Kami Lee about 1 year ago in Online Ideas Workspace / OL - Staff Management 1 Future consideration