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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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Clean Up "Change Payment Processor Settings" under External Gateway Options

Remove outdated options from the Change Payment Processor Settings screen in External Gateway and default to TE as the option if possible
Melissa Winterborne almost 2 years ago in SCW 0 Future consideration

Payment Note Character Limit

Currently in the family ledger when an admin goes to make a payment and enter in notes it will not limit the characters they are typing. However, when they save it will only save a specific number of characters. The client would like this to be li...
Guest over 5 years ago in SCW 0 Future consideration

Split Family Ledger Allocation

Add way to identify fees that are not fully split between sponsors on the combined ledger
Kristina Gass over 5 years ago in SCW 0 Future consideration

Connect > Email Search Options

Add ability to search by family name and child name for email search results
Kristina Gass over 5 years ago in SCW 0 Future consideration

Split family-When a child is added to a program for a day in the Parent Managed Calendar by on site staff or Customer Service, have a pop up that asks or reminds us to assign the payment to a parent.

**Not sure the Area of Request is set for the right spot but this would be for when we are working on our computer in DCW. When we do not know that a family is split and we add a day in the Parent Managed calendar, we have to go into the Financia...
Guest over 5 years ago in SCW 0 Future consideration

Add family or child ID to financial reports such as the specific credit and charges report

This would enable me to look up charges I might be questioning immediately instead of searching though the 20 Brown families that attend a specific site.
Guest over 5 years ago in SCW 0 Future consideration

Display Registration Fee under Extended should remove the entire registration fee not just the label when set to No

Currently, when setting the Display Registration Fee setting to No, it only hides the label but the dollar amount - or lack thereof - still displays.
Guest over 5 years ago in SCW 0 Future consideration

Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin almost 2 years ago in SCW 0 Future consideration

General Ledger Summary Report needs filter run on date type post dates.

It defaults to create date, which is not a good choice for the General Ledger.
Guest almost 4 years ago in SCW 0 Future consideration

Add Start and End Date to Registration / Re-registration Report

Currently, this only pulls through the beginning of the year. We would like to be able to pull for the year prior as well. It would be most bennificial to add a start and end date to this report.
Guest almost 4 years ago in SCW 0 Future consideration