In a checkbox form field where the checkbox is required and there is a lot of text, the checkbox can be hidden because you have to scroll down within the text box. This happens also on the policy and waiver tab. The form doesn't tell you where you...
When navigating to the Subsidy section and clicking into a newly created subsidy ledger, the image does not align with the content. It shows an image of attendance, as seen in the added file.
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...
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...
Add ability for centers to multiply a daily rate for billing purposes
Some Centers bill monthly and want to be able to charge daily. In Desktop there is a way to run the billing and multiply the amount of days in the month. This is not billing based on attendance as they want to charge the daily regardless if the ch...
Leverage the Billing Address Field from the TE HPP Instead of using the PArent input address field
The TE Hosted Payments Page has address fields that can be exposed for ACH set-up. Instead is using the parent-filled address, the customer should enter in their own billing address via the HPP. The HPP includes controls to ensure that accepted ch...
Client asking why it will allow her to update the staff email on Parent Engagement but it will sync back to the email on DT. Client would like to see the information clearly identified when it syncs to PE. Does not understand why we added the lock...
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...
In the staff role and permissions, there is not a setting for tags permissions. Client is concerned that teachers may accidentally delete or modify tags. Please consider making permissions around tags for "read" or "no access" to allow center's to...
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