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Desktop User Suggestions

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Exporting reports to excel - could use improvement

When the reports export to excel they export formatted to print, not to manipulate the data. If I export to excel I want to manipulate, otherwise I would just print. Could you update the export function to more streamline the export so I don't hav...
Guest 6 months ago in Desktop User Suggestions 0

credit card refunds on TEX website

The ability to do refunds on the website is very helpful. Our registration coincided with a severe ice storm and our school was closed. It was so helpful to us and to our families to be able to go to the Tuition Express website and issue refunds r...
Guest 6 months ago in Desktop User Suggestions 0

Need a report to confirm which families have accepted new form for recurring tuition payment vs having to check them one by one.

Need a report to confirm which families have accepted new form for recurring tuition payment vs having to check them one by one. Currently, you can do a bulk requrest but there is no way to get a bulk confirmation. It appears you have to go into e...
Guest 6 months ago in Desktop User Suggestions 0

Statement in Engagement Portal & APP

It would be nice if the statement function for the parents in the engagement portal and the app would sync with the ledger in the Procare Desktop, instead of showing zero and no charges or payments show up on the statement if the parent clicks it,...
Guest 6 months ago in Desktop User Suggestions 0

Fix Tuition Express Form

On the tuition express form under the Section A for credit card section...it asks for account number INSTEAD it should ask for the Card Number.
Guest 6 months ago in Desktop User Suggestions 0

Families should be able to update their information (pickup names, address, phone, etc) on their own through the desktop option.

When a parent needs to contact us to update/change their information because admin has to make those changes, it is an interruption on activities/etc. in order to make those changes when families should be able to update that on their own.
Guest 6 months ago in Desktop User Suggestions 0

Revenue Report by category

We need to be able to run a weekly report of all of the revenue (payments we received) we brought in by category. For example, total Summer Program revenue received, total pre-school revenue received, total after school revenue received, etc...
Guest 6 months ago in Desktop User Suggestions 0

Integrate "Activities" in student schedules

We run a regular after school program plus an enrichment club option. Many students are signed up for our regular program every day, and do the clubs (enrolled through the Activity Manager) on certain days of the week. We currently have to manuall...
Guest 6 months ago in Desktop User Suggestions 0

Quick Ledger Posting to include check # and ability to apply to certain month/session

It would be very useful to be able to track payments based on payment or check#, and to be able to apply portions of a payment toward a certain month or session. This would be more helpful than the comment field, in terms of reporting. I end up ke...
Guest 6 months ago in Desktop User Suggestions 0

A child status option of unenrolled, but can still access data

Especially for summer breaks, but even families who withdraw completely, if we unenroll a student, it would be nice for parents to still be able to log in to make payments (if they are past due, or we are requiring a reenrollment fee before they a...
Guest 6 months ago in Desktop User Suggestions 0