Automated Standard Report generation and distribution
The Gardner Schools - 72930752 Customer would love to see a feature where they can configure specific Standard Reports to run on a recurring basis, and have those reports emailed to a list of email recipients that they can set beforehand. Example:...
Authentication/verification process for digital payment filing
Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...
Case Management Module for centers that provide additional resources/services to families. ability to track housing, resources sent, care plans, etc. Abillity to fill out full family information for resources, and not just basic info
There should be a way to merge parent accounts when duplicates are made.
Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Customer would like same feature that BW has where it will be able to show her a list of kids that are absent... if the child never gets checked in, they are automatically labeled as absent. Customer will not have to go in and do the manual work t...
Rollcall Report that lines up child and teacher schedules
Customer uses DT in an atypical fashion, utilizing School location to represent their district, Primary Classroom assigned to a child to represent School, and Scheduled Classroom to represent the Program/Classroom the child is scheduled for. Likew...