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Operational Efficiency

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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 about 1 year ago in TE Transactions / Center Daily Tasks 0 Planned

As a SCW user, I would like to make multiple ACH/Check refunds for the same amount in the same batch.

Cadence is struggling with duplicate transaction prevention logic in TE when it comes to making ACH/Check refunds. For example, they needed to submit multiple refunds for the same amount to the same account in the same batch window and received an...
Bennett Wright about 1 year ago in TE Transactions / Operational Efficiency 0

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 almost 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant almost 2 years ago in TE Transactions / Operational Efficiency 2

Add Audit trail (user) capabilities for BAM

This is additional audit capabilities so we can see who was the last to make changes within BAM
Mari Triphahn about 2 years ago in TE Transactions / Operational Efficiency 1

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 about 2 years ago in TE Transactions / Procare Cust Support 0 Planned

Enable centers to receive chargeback notifications when Fax # in unavailable

Request received from Implementations 6/24: The FAX number on the MSA is not a required field and often centers do not have a fax. When a center does not enter a FAX number on their MSA, it use to automatically default to our 541-858-7008 fax. Tha...
Jessica Flitcraft almost 5 years ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0

Prevent excessive attempts on previously declined cards

TSYS risk team flagged an account recently (Little Clippers After School #84870018257971) for running 12 transactions against the same card after it was initially declined. TSYS would like us to prevent these type of transactions in case they are ...
Jessica Flitcraft about 5 years ago in TE Transactions / Operational Efficiency 0

Make Bundles default Pricing in BAM

Request received from Mary to switch the default pricing method on new TE boards from Tiered to bundles. Based on her feedback, the majority of new boards are bundles. Support has the ability to change the rates, but if they forget an app could be...
Jessica Flitcraft about 5 years ago in TE Transactions / Procare Boarding 0

Dynamically enable/disable partial approvals by transaction

partial approvals are enabled by default on all accounts in the TSYS terminal template; there is no way to override this and disable the setting for those who do not wish to receive partial approvals We need a way to dynamically enable/disable thi...
Jessica Flitcraft over 5 years ago in TE Transactions / Operational Efficiency 0 Planned