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Add a submit button to drop-off notes

We would like to request the addition of a submit button on the drop-off notes feature in the parent side of the app. As it stands, there is no way to minimize the keyboard when inputting text into the Additional Notes section of drop-off notes. P...
Guest about 2 months ago in Online Ideas Workspace / OL - Documents 0

POS Transactions "View Declines" Option

Add a "view declines" option for the POS Transactions report so customer can view successful and declined POS payment in one report. This would help larger customer not have to run two reports for each of there schools to see which POS payment whe...
Liam McCarthy 4 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

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 11 months ago in TE Transactions / Center Daily Tasks 0 In Review

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 11 months ago in TE Transactions / Operational Efficiency 0

Add Invalid Transactions to the ACH Returns/Credit Card Declines Report

On the POS Transactions page of TE.com it will show transactions labelled as "Invalid" in addition to declines when the View Declines box is checked. However, these invalid transactions don't show on the ACH Returns/Credit Card Declines or any oth...
Liam McCarthy 5 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest over 1 year ago in TE Transactions / Increase TE Adoption 1 In Review

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 11 months ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Notification When Parents Upload a Document

Currently users are not notified when parents upload documents to student profiles. This is a big pain point with many of my customers and I have received a lot of feedback that they would like to be notified when parents upload documents. Having ...
Jane Ault about 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 2 Future consideration

Have debit cards decline a transaction instead of allowing a partial approval

Currently, our system allows partial approval when a parent makes a payment with a debit card. This means that if a parent submits a payment of $100 but only has $10 in their account instead of declining the transaction for insufficient funds. The...
Johnny Colvin about 1 year ago in TE Transactions / Operational Efficiency 0 Already exists

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern about 1 year ago in Online Ideas Workspace / OL - Documents 0 Future consideration