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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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TAX RECEIPTS FOR CANADA- PAYMENTS RECEIVED PER CHILD

Year end reporting for Canada Tax Receipts requires a payer on each account receive a receipt for tax purposes that lists the following: the name of the person you are preparing the receipt for (ie - account payer) the name of the child of the per...
Guest 12 months ago in Desktop User Suggestions 0

Notes transferred to Parent Engagement

It would be great to have any notes added on desktop to automatically sync to paarent engagement
Guest 12 months ago in Desktop User Suggestions 0

Notification sent to school when a payment is made

The Preparatory School-Dripping Springs - 35665535 Customer would like the option of an explicit notification to be sent to the school when a parent's payment is successfully processed through TE OR when a parent signs up to use TE.
Jesse Hartman almost 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

Specific External Registration Links by Room/Program

Customer would like to be able to send links of specific programs/rooms in order for parents to directly go to the right program to sign up for.
Zaid Gleisberg 12 months ago in SCW 0 Future consideration

search button for reports

There needs to be a search button for reports so tha you don't have to open a ton of things to find what you need
Guest 12 months ago in Desktop User Suggestions 0

Separate category other than employee or family for the emails for the Procare App login to a tablet, etc.

We purchased new tablets for the Procare App to be utilized. We were told to put a class name to the employee list. There needs to be a separate tab just for emails for the App usage.
Guest 12 months ago in Desktop User Suggestions 0

Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Exception Report

an exception report if a payment did not post in tuition express. we are finding more payments missed due to user error or a glitch.
Guest almost 2 years ago in SCW 1 Already exists

formulas for credits

I would like to be able to provide percentages off of invoices for certain families. It would be great to be able to input credits for family discounts, employee discounts, etc. And jus t put the percentage and they system calculate the amount.
Guest 12 months ago in Desktop User Suggestions 0

Remove Unknown from gender for both child and parent

Please remove the option of U for unknown from Child and Parent. This is confusing and not necessary.
Guest 12 months ago in Desktop User Suggestions 0