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Automatically Calculate Tuition Reductions When Deposits Are Made
On the contract, we would like to be able to add a line item that acknowledges any deposit paid and calculates the tuition reduction caused by that deposit. Right now we are getting over-payments that we have to manage because the tuition field do...0
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Removing a Hold on a Contract
We would like the de-selecting of Hold to automatically remove the Hold Type as well which removes the hold from the user.1
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ReEnrollment Manager access to Financial Aid tab in candidate record
I would like to submit a request for the members of the ReEnrollment Manager role to be able to view the Financial Aid tab within the candidate record. The role itself as all tasks enabled allowing them to view the same information elsewhere (ex: ...0
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Banking information on contracts
Currently when parents sign their contract, they are required to enter banking information in two places, first when selecting the payment plan, and then when making deposit. A number of parents have asked why isn't the data transferable to the de...1
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Contract billing address
We would like the option of a separate billing address input fields for the contract. Many of our families have different billing addresses than the mailing address.1
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Tuition Remission
We have teachers who are parents. We provide a percentage of remission based on the teacher's being full-time or part-time, then based on the grade the student is enrolled in. So that this does not manually need to be calculated each year, it woul...0
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Identify contract as "Not Returning" in the student profile when box is checked
When looking up a student and their contract, quick and easy way to understand that the contract will not be executed because it has been confirmed they will not be returning.0
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Ability to add Citizenship to Contracts List
Currently, the Contracts list under onBoard > Lists > Contracts doesn't include Citizenship. It would be helpful to have this information as we need to know what candidates are domestic or international.0
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Allow other fees to display on contract based on grade-level and payment plan
We have 3 payment plans: Full pay, 3 pay and 8 pay. 3 and 8 require tuition insurance. Optional for Full pay. But then 8 pay also incurs a finance charge. This charge is not optional for 8 pay or anyone else, but we can't leave it to be Optional o...0
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Deleting Submitted Enrollment Contracts
A parent submits a contract and PAYS their enrollment deposit (a monetary transaction). It appears when admission staff deletes that contract because they want to replace it with an updated contract the transaction for the original contract is als...1