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Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Payment Decline Email Communications

Since the migration to TransIT, the Declined Payment email notifications are no longer being sent. These notifications were an important tool for users, serving as an early warning system for bounced payments. Restoring this feature would help cen...
Shannon Nowak 3 months ago in Procare Desktop / External 0

TE POS should default to $0.00 if the balance is below $0.00 to avoid accidental refunds

Summary TSYS recently blocked some unusually large refund attempts that were unintentionally initiated at the point of sale. The issue stems from the TE POS screen defaulting the transaction amount to the account’s current ledger balance. This is ...
Preston Holden about 1 month ago in Procare Desktop / Internal Facing 0

Incident notifications for admins

Customer from BAM 34840000 says that the admins at her location need to be notified when there is an incident report made, so they can approve it as soon as possible and notify the families. After some testing, myself and another agent confirmed t...
Red Lake over 1 year ago in Online Ideas Workspace / OL - Daily Activities / OL - Notifications 0 In Review

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Customer would like to be able to set a schedule that repeats across multiple days

BAM 97483501 - Customer would like to be able to set a schedule that repeats across multiple days
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Customer would like the option to just save calendar events instead of sending parent calendar notification.

BAM 40943143 - Customer would like the option to just save calendar events instead of sending parent calendar notification.
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Calendar 0

Customer would like to be able to copy the active registration form to a leads registration form

BAM 75714494 - Customer would like to be able to copy the active registration form to a leads registration form
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Leads 0

QB OL - surcharging enabled so payments come through with fees and don't match with invoices

BAM 28049619 - QB OL - surcharging enabled so payments come through with fees and don't match with invoices so he needs payments to come through matching what TE paid his bank (payments reported in QB on a batch basis)
Pam Littleton 23 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Health Check on Attendance Report

In NY, licenses and programs need to run a single report and see the staff record a "health check" note on their attendance report.
Emma Hogan about 1 year ago in Online Ideas Workspace / OL - Reports 0 Future consideration