Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Clear

Ideas

Showing 55 of 1960

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

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 almost 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

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 over 2 years ago in TE Transactions / Operational Efficiency 2 Future consideration

Allow CVV validation for card on file payments

To add a layer of security, enable integrators to collect and pass the CVV on transactions where a stored payment method was used. Submitted via David B
Jessica Flitcraft almost 5 years ago in TE Transactions 0 Future consideration

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to run reports within a school as a corporate user without the report appearing in the school's history

(blank)
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

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 over 2 years ago in TE Transactions / Operational Efficiency 1 Future consideration

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 over 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 over 5 years ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

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