Pinned ideas

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.

SCW

Showing 373

4 VOTE

Schedule of Report Functionality

Currently the ability to schedule reports exists, but we would like the functionality to schedule reports on a daily or monthly recurrence. For example, if I want an aging report to run on the last day of the month (Feb 28) I would have to setup a...

Guest over 2 years ago in SCW 0 Future consideration

6 VOTE

Switch Primary Sponsor

Sometimes the data gets imported incorrectly and/or the parents just want to switch. Parent #2 needs to be the Primary, etc... It would be really nice if there was a button to switch the parents.

Guest over 3 years ago in SCW 0 Future consideration

9 VOTE

Add the ability to mark children "absent" in the Provider App

Currently, it is very easy to mark a child "present" that is not attending. This throws off head counts and requires the provider to go and delete the incorrect time.

Guest over 5 years ago in SCW 0 Future consideration

3 VOTE

Prepaid Deposit Report

It is possible to have a selection to run for families with balances only? Currently displays families with a zero balance, and the number of lines is becoming an issue.

Guest almost 2 years ago in SCW 1 Future consideration

1 VOTE

Make pre-discount field unchangeable when batch tuition posting

Customer has been editing pre-discount field when batch posting tuition and expecting it to alter the amount owed for that cycle. It was determined that the field was just intended to show any pending discounts, and was not meant to add or alter a...

Dustin Jones 8 months ago in SCW 0 Future consideration

3 VOTE

Ability for Parents to add PAD Banking Information - Canada

We currently have Zeamster that provide encryption to bank accounts in DCW. We would like the ability for parents to add this information straight into the portal, rather than to have admin enter this manually.

Guest almost 2 years ago in SCW 0 Future consideration

2 VOTE

PAD Payments-Outstanding Logic

Within the Search Criteria under Payments-Outstanding, there is the option to filter by Auto Pay status. It works well for all clients except for PAD customers. This area of the software is not recognizing families who have 'Checking Account (PAD)...

Meagan Haas over 1 year ago in SCW 0 Future consideration

1 VOTE

Display ACH Reconciliations Greater than 10 Days

Family financial ledgers only update ACH payments within a 10 day window. If a user disputes a payment with their bank after that 10 day window, no reconciliation is done with SCW and displayed on the financial statement

Kaly Nasiff 8 months ago in SCW 0 Future consideration

3 VOTE

SCW - Guide for medical/immunization fields within Registration Setup

When filling out the question options under 'Registration Setup', there are many fields that secretly speak to each other. Certain fields must be set a specific way in order for them to work properly. There is no overview/guide as to what these sp...

Meagan Haas about 2 years ago in SCW 0 Future consideration

4 VOTE

Changes to Netsuite Files: Related to Bank Reconciliation

We had originally configured the report to lump payment types by date. Due to timing from time to time, a payment batch can straddle two days. Is it possible for ACH and Credit Card payment types to compress if the batch numbers are the same. Belo...

Guest over 2 years ago in SCW 1 Will Not Implement

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