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Update to Tuition Express Payments by Type Report for Multi-Site Customers

Multi-site organizations are experiencing confusion when using the Tuition Express Payments by Type report. Although the report header reflects a single location, the output includes transactions from all associated sites. This creates a mismatch ...
Shannon Nowak 12 days ago in TE Transactions / Center Daily Tasks 0 In Review

Request Desktop to Add Account Key to Info Sent for Transactions

Request that Desktop send the associated account key from Desktop when sending transactions info to the Payments API so that BAM and TE reports can accurately reflect the account key that is in Desktop.
Liam McCarthy about 1 month ago in TE Transactions / Center Daily Tasks 0 In Review

Add an email notification when a MyProcare or Engagement Payment is made

Customer would like to receive an email notification when a parent makes a payment via MyProcare or Engagement.This would hopefully be a setting that can be toggled on, as other location may not want this enables.The customer does not plan to turn...
Beth Carlin 13 days ago in TE Transactions / Center Daily Tasks 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 about 1 year ago in TE Transactions / Center Daily Tasks 0 In Review

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 6 months ago in TE Transactions / Center Daily Tasks 0 Future consideration

View Student Assessment Progress on Corporate Level

Customer wants to be able to view student assessment progress for all students at all locations while logged into the Corproate Portal.They do not want to go to each school separately to view the students.
Beth Carlin 27 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Allow multiple State Milestones to populate on Corporate Level and not trickle down to Location level

Customer wants to be able to view all state standards on the Corproate portal.That way they can identify which state standards apply to lessons when they are creating the lessons for their locationsThe locations themselves would only need to see t...
Beth Carlin 27 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Remove the ability to Remove a Corporate Lesson

Customer plans to push Lessons down from the Corproate Portal to Locations. Customer does not want Staff to be able to remove lessoms on the school level
Beth Carlin 27 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

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 about 1 year ago in TE Transactions / Operational Efficiency 0

Add Materials field to Lesson Plans - Or allow users to add fields

Customer would like a Materials field added to lesson plans.It may also be beneficial to just allow for a way for users to add their own fields they need.
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0