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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 over 1 year 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

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

Newsletter Analytics

In addition, we would love to see analytics for all of our newsletters including those that go out to our parents. For example we would like to see who opened the newsletter, how many times, and what links they click on. Thanks for listening.
Guest about 4 years ago in Online Ideas Workspace / OL - Newsletters 0

Create center partnerships

I would like to have a section in the database to add partners that we like to send updates and information to about what is happening in our program. Example: school day principals and school teachers (we are an afterschool program.) We would lik...
Guest about 4 years ago in Online Ideas Workspace / OL - Newsletters 0

Allow newsletter templates on corporate level to be hidden, or "scheduled"

Email from CW: Sarah created templates for lesson plans and newsletters in our corporate platform.. that pushed down to schools. She would like to continue creating the monthly newsletters and templates there but not push them out until appropriat...
Guest over 4 years ago in Online Ideas Workspace / OL - Newsletters 0