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Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline 5 months ago in Online Ideas Workspace / OL - Reports 0 Planned

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

Tuition Express Reports Window Controls

Currently, Tuition Express report windows do not include options to minimize or maximize the screen (see attached test database screenshot). Adding these controls would greatly enhance usability, allowing users to view reports more comfortably and...
Shannon Nowak 3 months ago in Procare Desktop / External 0

Allow users to print a report for Batch Recurring Payments Request or fix the Tuition Express ID Report

Customer used the Tuition Express ID -Not Signed Up report as a part of their acquisition process. Functions > Family Accounting > Batch Recurring Payments Request can be used to find the information, but the information cannot be printed ou...
Beth Carlin 17 days ago in Procare Desktop / Internal Facing 0

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

Custom Report Request: Allergy report w/ photos - by classroom

Customer funded request Customer needs a way to generate an allergy list for students that contains child photo, and is also sorted or grouped by classroom. The report also needs to contain additional information beyond just allergies, such as rea...
Jesse Hartman 20 days ago in Procare Desktop / Internal Facing 0

Custom Report - No Schedule or Billing

Customer Funded Report Request Customer is asking for a hybrid report that combines “Children with no Schedule” and “Children Without Contract Billing” Module/Asset: [FD/FA/AG/MT/AT/ED/PR/EL] FD, FA Type Preference: [Data View or Crystal ...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 0

Custom Report - Enrolled Children by Classroom

Customer Funded Report Request Customer is asking for a custom report that is identical to the existing report FD_ChildEnrollment01.rpt except that the Gender column be replaced with a column for Tracking Category (Program) that shows the Tracking...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 0

Custom Report - Attended Outside Schedule

Customer Funded Report Request Customer is asking for a simpler report than “Child’s Minutes Outside/Greater Than Scheduled” that only shows children who are clocked in past their closing time of 6pm, and children who attended during a day they we...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 0

POS Point of Sale process update

Customer stated concerns around the updates POS Payments process, paying by card in person.While there is a requirement to confirm the payment amount on the first screen, there needs to be an update to the process or a clearer call out. They state...
Beth Carlin about 1 month ago in Procare Desktop / Internal Facing 0