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Center Daily Tasks

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Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 1 day ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak 4 months ago in TE Transactions / Center Daily Tasks 0

Payment reconciliation feature enhancement

Payment Reconciliation feature enhancement requests: If a transaction has already been manually added to the ledger, it cannot be removed from the reconciliation screen. To clear out, they have to search for different dates and remember not to add...
Johnny Colvin 4 months ago in TE Transactions / Center Daily Tasks 1 Will not implement

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern about 1 year ago in TE Transactions / Center Daily Tasks 0

ACH Refunds

Allow for centers to refund via ACH
Ali Knapp 6 months ago in TE Transactions / Center Daily Tasks 0

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin over 1 year ago in TE Transactions / Center Daily Tasks 1 Will not implement

Filter reports by school ID

As a Center on TE that has multiple locations, I want to be able to filter on SchoolID when generating reports, so that I do not have to filter through unrelated data when I may only care about a certain school (NOTE: this will only be made availa...
Mari Triphahn 11 months ago in TE Transactions / Center Daily Tasks 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

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