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Add option to bulk assign contract sent and due date on student contracts
Currently there are reports created to see sent dates, due dates and return dates of enrollment contracts. However, when the contracts are assigned in bulk, those fields are empty and remain empty on the reports. There is no option to bulk assign ...0
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For Enrollment Contracts, please add the option to deduct the Deposit amount from the 'Tuition/Required Fees/Optional Fees' amount.
When we print a contract, we would like it to 'do the math' and reflect the total amount remaining due. This works for the most part already, BUT: the Deposit tab has the flexibility of 'Deposit Rules' that make the amount variable, where the 'Req...2
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Add Parent Name & Address to top of contract
Working with The Gunnery who includes this in their old contracts and would like to see it on the current online contract. Thanks!0
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Please enable direct debit for payment of Canadian deposits via EMS > Contracts
Another year has passed, and still we cannot set up payment of Canadian deposits using direct debit via EMS > Contracts. Online payment of deposits must be made via in-house payment instead, then a bunch of laborious workarounds to allow direct...0
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Add Active Filter for Contract Types in Contracts Tab
It would be extremely helpful to filter by Contract type in the Contracts Tab . You can filter the ones that have been processed if you view the History, but you cannot filter the ones sitting in the Contracts Tab waiting to be processed. With Re-...0
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Send Students Name and Payers info to Payment Gateway for Contracts
When we view reports from our payment gateway, we have no way of knowing which payment is related to which student. The report shows only the Transaction ID and the Contact Form but does not display the payer's name, or the student. This is especi...2
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Enhancement to be able to print a blank contract (like you can print a blank application).
It would be helpful to be able to print a blank contract just like you can print a blank application from the "Reports" feature.3
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Create holding queue for contract that require 2 signatures when only 1 is completed
Good Morning, There are a number of schools who require 2 signatures for a contract to be considered complete. If a contract only has one signature, the schools do not consider the student fully enrolled for the new year . The issue here is that w...2 Unlikely to implement
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Filter contracts by school year
It would be really helpful to have a filter in the Enrollment contracts by school year1
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Contracts Opening Statement
We would like to be able to edit the opening statement that parents see when first opening an integrated contract. It doesn't stress enough the need to select yes and log in if a TM account already exists to help prevent duplicate accounts from be...0