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End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Milestones included in Learning activity

In the Learning activity, client would like the dropdown menu with milestones to be included, because they want to send photos with the milestone they were working on. Right now the only place milestones can be added to an activity is in the Obser...
Shelby Hansen over 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

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 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance / Other 0 In Review

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 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance / Other 0 In Review

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 9 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 9 months ago in Online Ideas Workspace / OL - Enrollment 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 9 months ago in Online Ideas Workspace / OL - Enrollment 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

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...
Stephen Anastasi 10 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Autofill time zone when zipcode is entered in school info

Implementation has to set this manually for each client. It would be helpful especially for PE onboards, but would help with online as well
Chasity Dorsey almost 4 years ago in Online Ideas Workspace / Other 0 Future consideration