Online - Automatically send report in email to selected recipients
Customer would like to automatically send a report in an email to selected recipients. Specifically, they are looking to automatically email information to then download and import into their payroll platform
We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Ability to Create and Save Custom Report Templates
Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
At this time in the Desktop to Engage platform if an Enrolled student's status is changed to another status, for example Inactive or Graduated, a parent can no longer view the historical information available for the child like Billing and Photos....
Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
A customer was looking for a way to list her staff by last name rather than first, much like she can with her students. This is not an option at this time but would help the Engage platforms feel more seamless as staff default to being listed by l...
Capture timecard records at the minute level and not at the seconds level
Timecard records are displayed at the minute level, but duration records are calculated at the seconds level. This can lead to discrepancies (an example is a time card record for someone clocking in at 1:00, clocking out at 5:45 and the duration i...
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