Ideas

When parents pay with cash or checks, they don't always get posted on the same day due to workflow at the centers. In some cases, like schools and rec centers, payments don't always go directly to the program director. They may go to the accountin...

Customer would prefer an option to pick whether or not they want photos included in the printed portfolio.Including the image in the portfolio takes up a lot of space

Customer would prefer that the Date filter for send portfolio default to the current monthThis way they are sending the most up to date informationCurrently, it defaults to last month

Customer would prefer that we provide more than the first Letter for Progress on Assessments screen.

Allow staff to see their individual timecard rather than the entire staff's (read access)

After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions

Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...

We need to make the parent invite email customizable. We have several centers that do not work with children and when they are inviting people to use the software it looks poorly on them as the email caters to children and not adults.

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...