Tuition Express Reports
- 17 Apr 2025
- 4 Minutes to read
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Tuition Express Reports
- Updated on 17 Apr 2025
- 4 Minutes to read
- Print
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Tuition Express Report Access
Tuition Express Center Reports
Procare Desktop users assigned to the System Supervisor group will automatically have access to generate Tuition Express Reports.
However, centers can control which user groups have access to these reports by updating the User Group Limits.
For example, if you want to restrict certain User Groups from accessing Tuition Express reports, you can create a new user group (e.g., Director - No Tuition Express Report Access) and adjust the permissions for that group accordingly.
Assigning or Removing Access
To assign or remove access to Tuition Express Reports, follow these steps:
- Navigate to Configuration > System Configuration
- Under Locations & Users, select User Groups & Limits
- Choose a User Group and click Group Limits
- In the User Group Limits section, go to Family Data & Accounting > Family Data & Accounting Reports > Accounting Reports > Tuition Express Center Reports.
- Place or remove a check on limit 20:60:20:30 to grant or remove access to Tuition Express Reports for that user group.
Tip: Use Control + F on your keyboard to bring up a search field and type in Tuition Express Reports to quickly find the permission.
Click here for more details on how to manage User Groups and Limits.
Tuition Express Corporate Reports
Important: Requesting Access to Tuition Express Corporate Reports
Tuition Express Corporate Reports are available upon request, with access granted to system supervisors. Access is limited to authorized users to help protect sensitive information.
If you're a System Supervisor and need access, please submit a request to our Support team (please provide your IKN).
Phone: (800) 964-1729
Email: support@procaresoftware.com
- To generate Tuition Express Corporate Reports, go to Procare Home > Corporate Reports > Tuition Express Reports
To manage access to Tuition Express Reports for a user group, follow these steps in the User Group Limits section.
Navigate to the User Group Limits section, go to Corporate Reports> Family Data & Accounting Reports > Accounting Reports > Tuition Express Reports.
Place or remove a check on limit 15:10:60 to grant or remove access to Corporate Tuition Express Reports for that user group.
Generating Tuition Express Reports
Procare Desktop users will be able to export the following Tuition Express reports within Procare, under Reports > Tuition Express Reports
Available Reports
| Report Title | Description | Example |
|---|---|---|
| Merchant Statement | Monthly merchant statement document. | Merchant Statement - PDF |
| Bank Account Activity | Provides reporting of transactions expected to be seen in your bank. | Bank Account Activity - PDF |
| Bank Account Activity with Detail | Daily debits and credits to your bank account along with credit card activity. | Bank Account Activity with Detail - PDF |
| Graphical Payment Summary | Graphical summary of Tuition Express payments by ACH and credit cards. | |
| Batch Summary | Summary of processed batches with itemized totals by ACH and credit cards. | Transaction Batch Summary - PDF |
| Settled Batch Summary | Summary of processed batches that have been settled with itemized totals by ACH and credit cards. | |
| Individual Batch Details | Detailed report of a specific Tuition Express batch. Similar to the email you receive at submission. | |
| Batch Details by Date | Detailed report of all batches submitted and processed by Tuition Express for a given date range. | |
| ACH Returns / Credit Card Declines | Summary of returned ACH items and declined credit card items. | ACH Returns / Credit Card Declines - PDF |
| Notice of Change Details | Detailed list of notice of changes. | NOC Details - PDF |
| POS Transactions | Summary of successful Tuition Express Point-of-Sale items. | POS Transactions - PDF |
| POS Expected Deposit | Gives payout expected dates for credit card transactions. | Expected Deposits - PDF |
| Chargeback Summary | Summary of credit card chargeback notifications for the selected date range. | Chargeback Summary - PDF |
| Processed Payments Summary | List of clients and the total amount of payments successfully processed for the selected date range. |
What Report Do I Need?
This section will help you determine which Tuition Express report you need based on the type of information you're looking for.
Financial Reports
For financial information regarding batch numbers and transactions you can generate the Settled Batch Summary report or you may print a Deposit Report from within Procare.
ACH Return and Credit Card Declines Report
This report contains all ACH Payments that have been returned (declined) by the payors bank AND any real-time card transactions that have been declined during payment processing. The report will give information about the payment including the original processing date, the returned/declined date, payor information and the reason for the decline.
Batch Details by Date
Detailed report of all batches submitted and processed for a given date range. This report will show ACH and Card Batches, the processing dates associate with them, the Batch Totals, as well as individual transactions associated with each batch.
Point of Sales Transaction Report
The POS Transactions report shows all real-time (POS) card payments taken in person or via MyProcare. This report will show payor information as well as transaction information such as date and time of payment processing & amounts. This report also summarizes your daily total of real-time transaction processing to assist with payment reconciliation.
Other Tuition Express Reports
For basic account information like a list of ID numbers you’ll use the Tuition Express reports within Procare. These reports work the same as Family Data Reports. See Family Data Reports for the basics.
Tuition Express ID Summary
Similar to above, the ID Summary lists each account with their Tuition Express ID number. The format of the ID Summary is slightly different from the ID Report. This is intended for internal use.
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