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Multiple Accounts Set Up Under One Admin Email

Currently, each account needs to be set up under a unique email. We sometimes have large accounts come through, and not only is this setup a lengthy manual process, but some customers do not have a unique email for us to use for each account.
Kelly Kohlhagen 7 months ago in Professional Development / Learning Management System 1 Already exists

Hide Pendo Advertisement of TE to Customers Outside of US

For customers outside of the US, they will need to use Stripe as their payment processor. A better customer experience would be to remove the pendo that advertises TE in the top right corner sinc ethey cannot use TE.
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Will Not Implement

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Be able to delete the first line of a Recurring Plan or Invoice

Currently an Invoice or Rucurring Plan (Tuition) will not allow you to delete the top line on the Invoice.This is by design as an Invoice would require at least one item.I would like it to be able to be deleted on the condition that other line ite...
Beth Carlin about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Be able to track subsidy the same as Desktop -- all the same capabilities

BAM 15529103 - Be able to track subsidies the same as Desktop -- all the same capabilities
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information