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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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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

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest almost 2 years ago in SCW 0

Add Adjustment Reason Drop Downs On Third Party Reconciliation Screen

Establish a standard drop down list of adjustment reasons, to be required with all adjustments in the third party journal.
Guest almost 2 years ago in SCW 1 Planned

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

View all rooms and children in each room in one place within the provider app vs. having to look in each individual room. They would like the option to show all children without having to toggle between rooms. Possibly, a search bar where the child's name could be typed in and it would search the rooms for the child and show what room the child is in.

This enhancement will save a lot of time spent searching for a specific child. The current layout takes a long time to search each room to see what children are where.
Guest over 5 years ago in SCW 0 Will not implement

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 over 3 years ago in SCW 0

Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne almost 2 years ago in SCW 1 Already exists

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 over 3 years ago in SCW 0

Outstanding payments screen needs to show total number of families, not just total dollar amount

Tough to match up number of families receiving email communication about outstanding balances
Mike Mercer over 3 years ago in SCW 0 Will not implement

Custom built reports - Add columns/fields

For operational and financial analytics, we would like to be able to combine fields and run custom reports to include capacity, remaining availability, enrolment, labour hours, educator ratio & day rate. Exporting this in Excel will give us th...
Guest almost 4 years ago in SCW 0