Move the "Post and Exit" AWAY from the save and have a confirm
Tonight I pressed the "Post and Exit" button on agency accounting. Move this to the middle and/or add a confirm. Because I pressed it when I was trying to click save I posted a payment without the adjustments!
It would be great if when you pulled up an account to issue a Standard Customer Stmnt or any report the email of the account you are in would automatically populate with the email
In addition, it would be wonderful if it copied me (the administrator) on the email.
Staff times should either sync to desktop or allow us to export manually from oniine and import to desktop. So many good reports are on desktop and we can't use them.
As a small non-profit preschool an option for hourly tech support would be ideal. Paying $400 for an annual fee is not something I can just do with our budget. I have a new computer for our school and in order to guarantee a smooth transition I ha...
I am requesting a report that shows how many days my employees worked during a specific date range. Example: Employee - total days worked. John Doe - 247 days Jane Doe - 222 days Or simply adding the number of days to their time cards, as they are...
staff requirements/immunization compilation and reporting online version, similar or better than desktop.
We currently use desktop and online. We are considering switching to online only to use leads. As a staff director, I am concerned there is no place to put staff requirements/immunization in the online version. I use it for keeping track of staff ...
automatic emails to parents after a certain amount of days enrolled
it would be helpful for us to be able to set up emails that are sent automatically when a child is enrolled for 30, 60, 90 days etc we know that we can email families manually but would like to set up automatic emails
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