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TE Transactions

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Make Bundles default Pricing in BAM

Request received from Mary to switch the default pricing method on new TE boards from Tiered to bundles. Based on her feedback, the majority of new boards are bundles. Support has the ability to change the rates, but if they forget an app could be...
Jessica Flitcraft almost 5 years ago in TE Transactions / Procare Boarding 0

Dynamically enable/disable partial approvals by transaction

partial approvals are enabled by default on all accounts in the TSYS terminal template; there is no way to override this and disable the setting for those who do not wish to receive partial approvals We need a way to dynamically enable/disable thi...
Jessica Flitcraft over 5 years ago in TE Transactions / Operational Efficiency 0 Planned

Enhance boarding to conditionally approve & hold

Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
Jessica Flitcraft over 5 years ago in TE Transactions / Increase Revenue / Operational Efficiency / Reduce Resources to support TE 0

Enhance batch fraud checks and submission tools

Manual process today - individual must press a button each day at 1PM to initiate settlement/funding Prior to pushing the button, each batch must be manually reviewed line by line for errors discussed at Gatekeepers kick off
Jessica Flitcraft over 5 years ago in TE Transactions / Reduce Resources to support TE 0 Planned

Offer Account Updater to aid with Recurring Billing approval rates

A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Jessica Flitcraft over 5 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0

PCI Validation assistance program

When customers utilize Procare's credit card processing services, they are required to validate their PCI compliance on a yearly basis via completion of an SAQ and performing vulnerability scans. These can both be difficult for anyone not familiar...
Jessica Flitcraft over 5 years ago in TE Transactions / Increase Revenue 0

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft over 5 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0