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Documents sent to parents that don't require to be sent back for approval.

For schools who send documents for Parents to see, but don't require them to sign it for staff approval.
Lauryn Swaney over 4 years ago in Online Ideas Workspace / OL - Documents 0 Future consideration

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman 8 months ago in TE Transactions / Operational Efficiency 1 Already exists

Digital Signature on Documents

Customer would like a digital signature with date and time stamp within the documents - will help with licensing needs BAM 50255425 requested this.
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

Rename surcharge to a more parent-friendly term.

The customer recommends renaming surcharge to a more parent-friendly term.Kama`aina Kids Preschool - 10859000
Beth Carlin 9 months ago in TE Transactions / Increase CC over ACH adoption 0

Make transaction response error messages more user friendly

Many of the transaction response error messages are not very user friendly, and result in confusion for our end users. Rather than having each platform transform the message into something more user friendly, we should consider enhancing these to ...
Mari Triphahn over 1 year ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Needs Families to Fill Out Required Fields on CACFP Form

There is a form that is required for CACFP. Families must fill out all fields. When the customer sends this form through Documents, they cannot require certain fields. It's cumbersome to recreate as a registration form, but that's what they're doi...
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

Agency credit card payments in Procare Desktop

BAM 42725640 has a substantial portion of their business come through as agency payments from government agencies like Space Force. Those agencies want to pay via credit card, but there's not currently a way to do that in Procare Desktop + Tuition...
Benjamin Matson over 1 year ago in TE Transactions / Increase Revenue 0

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

Allow rejected documents to be corrected, not recreated.

Clients report that if they reject documents, that clients have to start completely over. This creates a lot of work for families and center admins/owners are fielding angry phone calls. Please allow rejected documents to be modified and resubmitted.
Guest over 4 years ago in Online Ideas Workspace / OL - Documents 0 In Review

History tracking enhancement

Update history tracking to include creation of new ApplicationCenter records, not just updates.
Jacob Hunsicker about 1 year ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration