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Nov 27, 2023 | Shared Services Dashboard, Enterprise Search, and More Accounting Features
Nov 27, 2023 | Shared Services Dashboard, Enterprise Search, and More Accounting Features

This week we released a shared services dashboard, global search for multi-sites & the ability to import balances from other systems.

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

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

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