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Allow School Program and Boarding/Day fields to be tied to school year for contract
We have students who change school programs from one school year to the next. We are still in session currently, so we can't change the student records yet or our reporting and Boardingware will be incorrect. However, we also cannot issue a contra...1
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Allow already generated Contracts to still be view-able if the Contract is made inactive
Our school has rolling admissions, so throughout the year we adjust the contract and will re-generate it. In doing so, we first mark the contract inactive, adjust it and then re-activate it. When we mark it inactive, any user that already has that...0
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Add Required Forms to Contracts
We have a transportation form that needs to be filled out by parents. It would be nice to be able to add this form to be uploaded as a PDF as part of the actual contract as opposed to a pre contract or post contract process.0
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Assign Contracts based on Managed Lists
Bulk assign contracts based on manage lists in addition to grade level, campus, etc.0
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I would like the ability to allow a specific user, like a consultant, to enter applications, fill out contracts and handle financial information for candidates without having access to grades and other info
We deal with international students who have consultants handle their admissions process for the school. We would like the ability to allow these users to do this without giving them access to students grades and other normally parental informatio...1
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Smart Tuition contract Payment Plan preview
There needs to be a payment plan preview in the contract, so the parent can see the clear breakdown of charges by month. I get a lot of phone calls from parents wanting to know what their monthly payment is going to be (because they can't figure i...0
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Have a parent sign off on more than one contract at one time for more than one child.
It would be great for a parent to electronically sign contracts for multiple students at one time and make a single payment instead of having the parent select each student individually and make two payments.0
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Ability to edit the contract pdf
I would like to be able to edit the section title (under Financial Conditions) in the contract pdf. I really want to replace Expenses with Tuition Fees.0 Unlikely to implement
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Handle Multiple Deposit Payments
When you "handle" a payment like an enrollment deposit, the process is opening up the payment record and selecting "handle." Which would be fine if enrollment contracts were submitted one at a time, but the bulk of them are submitted all at once. ...0
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Allow payment plans to be generated without requiring a number of payments
Some payment plans we offer don’t have an “official” number of payments- they are based on what time of year it is, or for faculty/staff members, can be a payroll deduction. Sometimes we arrange for specialized payment plans with parents. It would...0