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TE Transactions

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Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman 2 months ago in TE Transactions / Operational Efficiency 0 Future consideration

Change descriptor of ACH refund on merchant statements

When ACH refunds are initiated, the descriptor on the customer merchant statement comes through as "AC-PPD-Credit On Us" which is a odd and somewhat confusing descriptor and we would like this changed to "ACH Refunds" as this will be far more clea...
Nick Sarbaum over 1 year ago in TE Transactions / Operational Efficiency 0 Planned

Add instructions for registering for TuitionExpress.com and TE ID to monthly merchant statement emails

Every month Support handles hundreds of calls from TE customers asking how they can access their monthly merchant statements and need instructions for registering for TuitionExpress.com. We can mitigate this substantial volume by including languag...
Bennett Wright about 3 years ago in TE Transactions / Operational Efficiency 1 Will Not Implement

Tuition Express Reconciliation report

Schoolcareworks has a reconciliation report built into the software which is significantly easier to utilize than a manual reconciliation using Procare deposit reports and a combination of Bank account activity, TE batch, and POS reports to comple...
Nick Sarbaum almost 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

ACH Refunds

Allow for centers to refund via ACH
Ali Knapp 9 months ago in TE Transactions / Center Daily Tasks 0

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern over 1 year ago in TE Transactions / Center Daily Tasks 0 Future consideration

Rename surcharge to a more parent-friendly term.

The customer recommends renaming surcharge to a more parent-friendly term.Kama`aina Kids Preschool - 10859000
Beth Carlin 4 months ago in TE Transactions / Increase CC over ACH adoption 0

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum almost 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin over 1 year ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum almost 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration