Ideas

Parents need specific info for their FSA, taxes etc. If the center has the desktop, the cloud and the app why can parents not access receipts? It is frustrating to the parent that they can pay on the app, but they cannot download their own informa...

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...

Please change the online portal so that a person can store more than one form of payment at a time. It's very frustrating to have to reenter it every time I want use a new form of payment and go back to it the next time I pay.

Look at 1Place Compliance and add something similar so that providers do not need additional software.

When running reports especially when closing you may run several of the same. It helps to know what the most current report is.

Run reports on Tracking items that shows a list of employees who have and/or do not have required forms. Example: list of employees who have forms on file and/or list of employees who do not have forms on file. Forms listed in the Tracking area. S...

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...

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...

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...

This is additional audit capabilities so we can see who was the last to make changes within BAM