Table of Contents

Changelog

Shared Services Dashboard, Enterprise Search, and More Accounting Features

Shared Services Dashboard, Enterprise Search, and More Accounting Features

Published

Nov 27, 2023

Mobile Version

In This Update

3 Releases

8 Improvements

Mobile Version

3 Releases

8 Improvements

This week saw the release of a newly improved dedicated shared services dashboard to make it easier for shared service networks to manage & coach providers. We've also added global search to multi-site organizations, along with the ability to import balances from other software systems & more improvements.

Releases

  • Shared services dashboard — it's now even easier to manage and coach your shared service alliance members with expenses, billing, activation, communication, and more

  • Added accounting codes to credits — you can now have more granular accounting codes for reporting

  • Global enterprise staff, student, and guardian search

Improvements

  • Added billing imports for transferring over balances from other software systems

  • Able to bulk update billing plans

  • Able to transition staff classrooms on the website

  • Able to transition student classrooms on the website

  • Guardian filters now save between uses

  • Added automatic CACFP warnings to flag if you are missing a whole grain

  • Added automatic CACFP warnings to flag if you are serving the same food twice in one day

  • Improved onboarding flows for business credit cards so it's easier to set up a bank to fund the card

This week saw the release of a newly improved dedicated shared services dashboard to make it easier for shared service networks to manage & coach providers. We've also added global search to multi-site organizations, along with the ability to import balances from other software systems & more improvements.

Releases

  • Shared services dashboard — it's now even easier to manage and coach your shared service alliance members with expenses, billing, activation, communication, and more

  • Added accounting codes to credits — you can now have more granular accounting codes for reporting

  • Global enterprise staff, student, and guardian search

Improvements

  • Added billing imports for transferring over balances from other software systems

  • Able to bulk update billing plans

  • Able to transition staff classrooms on the website

  • Able to transition student classrooms on the website

  • Guardian filters now save between uses

  • Added automatic CACFP warnings to flag if you are missing a whole grain

  • Added automatic CACFP warnings to flag if you are serving the same food twice in one day

  • Improved onboarding flows for business credit cards so it's easier to set up a bank to fund the card

This week saw the release of a newly improved dedicated shared services dashboard to make it easier for shared service networks to manage & coach providers. We've also added global search to multi-site organizations, along with the ability to import balances from other software systems & more improvements.

Releases

  • Shared services dashboard — it's now even easier to manage and coach your shared service alliance members with expenses, billing, activation, communication, and more

  • Added accounting codes to credits — you can now have more granular accounting codes for reporting

  • Global enterprise staff, student, and guardian search

Improvements

  • Added billing imports for transferring over balances from other software systems

  • Able to bulk update billing plans

  • Able to transition staff classrooms on the website

  • Able to transition student classrooms on the website

  • Guardian filters now save between uses

  • Added automatic CACFP warnings to flag if you are missing a whole grain

  • Added automatic CACFP warnings to flag if you are serving the same food twice in one day

  • Improved onboarding flows for business credit cards so it's easier to set up a bank to fund the card