Move the "Post and Exit" AWAY from the save and have a confirm
Tonight I pressed the "Post and Exit" button on agency accounting. Move this to the middle and/or add a confirm. Because I pressed it when I was trying to click save I posted a payment without the adjustments!
As a small non-profit preschool an option for hourly tech support would be ideal. Paying $400 for an annual fee is not something I can just do with our budget. I have a new computer for our school and in order to guarantee a smooth transition I ha...
I am requesting a report that shows how many days my employees worked during a specific date range. Example: Employee - total days worked. John Doe - 247 days Jane Doe - 222 days Or simply adding the number of days to their time cards, as they are...
staff requirements/immunization compilation and reporting online version, similar or better than desktop.
We currently use desktop and online. We are considering switching to online only to use leads. As a staff director, I am concerned there is no place to put staff requirements/immunization in the online version. I use it for keeping track of staff ...
automatic emails to parents after a certain amount of days enrolled
it would be helpful for us to be able to set up emails that are sent automatically when a child is enrolled for 30, 60, 90 days etc we know that we can email families manually but would like to set up automatic emails
Develop an audit trail for changes made to the billing box.
On occasion my billing box has been changed to allow parents to pay a different amount than what is supposed to be charge. I would like to know who changed it. I am aware of the ability to grant and deny access to the billing box.