Shared Services Dashboard, Enterprise Search, and More Accounting Features

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