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Be able to delete the first line of a Recurring Plan or Invoice

Currently an Invoice or Rucurring Plan (Tuition) will not allow you to delete the top line on the Invoice.This is by design as an Invoice would require at least one item.I would like it to be able to be deleted on the condition that other line ite...
Beth Carlin almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Enhance portfolios (under assessments)

Customer had two requests regarding assessments and portfolios: 1) When they export the info, be able to see the notes and observations that have been posted for that milestone. Right now they can only see the milestone marker and that an observat...
Shelby Hansen about 4 years ago in Online Ideas Workspace / OL - Student Data 2

Online KinderSystems Integration Request: Washington

Premier has requested Washington be added to the list of states where the integration is available.Premier uses Desktop + Engage Salesforce breakdown 220 Current Online Customers (In Washington but not necessarily using KinderSystems) Enterprise C...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Online KinderSystems Integration Request: Ohio

The Nest has requested Ohio be added to the list of states where the integration is available.The Nest uses Desktop + Engage. Salesforce breakdown in Ohio 378 Current Online Customers (In Ohio but not necessarily using KinderSystems) Enterprise Cu...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Ability to see whole calendar in the app without inviting or notifying parents.

People really dislike the calendar limitations and would prefer the ability to add many events that parents can look at without being added, invited or notified
Guest almost 4 years ago in Online Ideas Workspace / OL - Calendar 0

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Policy and Waiver Details Documented

A customer edited the policy and waiver details, some families registered, and then the admin edited the policy and waiver details again, but now they have no record of what the previous families agreed to. This customer would like the policy and ...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Registration Form Checkbox Design

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...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Parent Engagement - Billing info on app

Currently if a school has PE and the parent goes to Make A Payment it says that Your School Does not currently accept online payments. I have had a lot of complaints from clients that it makes them sound like they just decided not to do it. When r...
Guest almost 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 1 Needs More Information