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ACH Refunds

Allow for centers to refund via ACH
Ali Knapp about 1 year ago in TE Transactions / Center Daily Tasks 0

State of California Attendance Reporting

Buena Terra Elementary School in California is required to submit the following report to the California Department of Education to report on After School enrollment and attendance counts. Attached is a sample of the report. They are required to f...
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Reports 0

Add instructions for registering for TuitionExpress.com and TE ID to monthly merchant statement emails

Every month Support handles hundreds of calls from TE customers asking how they can access their monthly merchant statements and need instructions for registering for TuitionExpress.com. We can mitigate this substantial volume by including languag...
Bennett Wright over 3 years ago in TE Transactions / Operational Efficiency 1 Will Not Implement

Need to be able to filter DES reports by Tags

BAM 36762249 - Need to be able to filter DES reports by Tags
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Reports 0

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1

Attendance Billing Plan Report

A Tuition Billing Plan Report existsIt is helpful to see who does not have a recurrin gplan filled outI am not seeing one for attendance recurring billingStudents with attendance recurring billing do not show their recurring billing on the tuition...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman 6 months ago in TE Transactions / Operational Efficiency 0 Future consideration

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Tuition Express Reconciliation report

Schoolcareworks has a reconciliation report built into the software which is significantly easier to utilize than a manual reconciliation using Procare deposit reports and a combination of Bank account activity, TE batch, and POS reports to comple...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 10 months ago in Online Ideas Workspace / OL - Reports 1