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Age report for the whole school broken down by classroom which can be run for a specific date in the past or future and provide the students' ages AS OF that date - Availabile within the CRM and for enrolled Families

So that I can understand which students will need to be in which classrooms as of a specific date allowin gme to determine where I have openings for enrollent
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Ability to update email addresses for parents and staff without being required to completely delete/remove the account

Allow email address updates withou resetting sign in PINS and re-inviting.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Profile 0

Ability to create a weekly schedule for teachers including classroom assignments as they can be different from standard/default classroom for each teacher on a given day

I can more effectively plan and manage staffing for my school
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Scheduling 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 over 5 years ago in TE Transactions / Operational Efficiency 0 Future consideration

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 over 5 years ago in TE Transactions / Procare Boarding 0 Future consideration

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 almost 6 years ago in TE Transactions / Operational Efficiency 0 Planned

Enhance boarding to conditionally approve & hold

Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
Jessica Flitcraft about 6 years ago in TE Transactions / Increase Revenue / Operational Efficiency / Reduce Resources to support TE 0 Future consideration

Enhance batch fraud checks and submission tools

Manual process today - individual must press a button each day at 1PM to initiate settlement/funding Prior to pushing the button, each batch must be manually reviewed line by line for errors discussed at Gatekeepers kick off
Jessica Flitcraft about 6 years ago in TE Transactions / Reduce Resources to support TE 0 Planned

Offer Account Updater to aid with Recurring Billing approval rates

A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration