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Showing 136 of 2016

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 over 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman 8 months ago in TE Transactions / Operational Efficiency 1 Already exists

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 about 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Make transaction response error messages more user friendly

Many of the transaction response error messages are not very user friendly, and result in confusion for our end users. Rather than having each platform transform the message into something more user friendly, we should consider enhancing these to ...
Mari Triphahn over 1 year ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Notification sent to school when a payment is made

The Preparatory School-Dripping Springs - 35665535 Customer would like the option of an explicit notification to be sent to the school when a parent's payment is successfully processed through TE OR when a parent signs up to use TE.
Jesse Hartman over 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

History tracking enhancement

Update history tracking to include creation of new ApplicationCenter records, not just updates.
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Closed status Maintenance restrictions

Update Maintenance to either: a) not update the center status from 940-Closed or b) do not sent maintenance if the center status is 940-Closed
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Boarding / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

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

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

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