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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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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

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Documents 0 In Review

2 primary payers on one account (TE)

Hi, Is it possible to have a Tuition Express for each primary payer in one account. It is rare that we have to have 2 separate accounts for families due to disagreements. It is more common for us to have 2 separate payers within 1 account. Some fa...
Guest 5 months ago in Desktop User Suggestions 0

Misleading word on the Automated Payment Processing form

Hi, there are 2 sections on The TE payment form, Credit Card and Bank Account. Under the credit card section it asks for the account number instead of the card number. Parents are putting their bank account number instead of their card number. Is ...
Guest 5 months ago in Desktop User Suggestions 0

Procare Desktop integration with CRM

It would be very helpful to have the following feature: Simple Procare API, which we can invoke to transfer our lead information from our CRM system to Procare Desktop (Cloud).
Guest 5 months ago in Desktop User Suggestions 0

More Comprehensive Financial Reporting (Tuition Express)

Tuition Express has many reports (a couple that don't even work), but none of them gives all the information we need to properly disburse payments in one place. An exportable report that includes all of this information would be most helpful: Tran...
Guest 5 months ago in Desktop User Suggestions 0

add teacher schedule and newsletter to app

BAM 52082207 - Customer wants the same features on the app as she has on the website, since she uses the app the most - for example, teacher schedule and newsletters
Pam Littleton 5 months ago in Online Ideas Workspace / Other 0

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 10 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

Give ability to email paystubs

Give ability to email paystubs
Guest 5 months ago in Desktop User Suggestions 0

Same region combine payroll reports

When filing taxes we have to combine reports from all school in the same region. If schools are in same region (Same ein) payroll reports should be combined .
Guest 5 months ago in Desktop User Suggestions 0