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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

Viewing non linked sibling ledgers from app

If a parent is paying for multiple student's services and those students are not siblings (meaning they are not linked) parents should be able to view both ledgers from the app just like they are able to view from online. There is no way to switch...
Marissa Ryan about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Already exists

Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 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

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

Gratuity option for parents to tip staff members

I have been a customer of Procare Software since 2012. I love the software and how it helps me manage my business. However, there is one super important feature missing that will help the entire struggling industry. Procare has the possibility of ...
Bennett Wright over 3 years ago in TE Transactions / Increase Revenue 1 Future consideration

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

Separating credit cards & debit cards in BAM for center payments.

Center wants to enable TE45 but are aware that many families will use the debit card option due to the lack of a fee. Parents will put their credit card numbers in the debit card field to avoid the extra charge. This is one of many centers that ha...
Marissa Ryan about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Alert Admin Users when parent changes their Payment Account

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.
Beth Carlin about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration