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Year End Statement margins and text are not well thought out
The placement of the address on the year ends statements does not work for a standard envelope window, and these should be able to be adjusted.5 Under consideration
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Year End Statements
Wish list: School address needs to be on the upper left side of page for double window envelopes. Maybe move Smart Tuition logo to right hand side. Would like the report sorted in alphabetical order by payment description. Currently statement is...2 Under consideration
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Accessing Fee/Discount Reports from Manage Fees/Discounts
When looking at the fees/discounts under Manage Fees and Discounts you can see how many families/students a particular charge was applied to and the dollar amount. It would be helpful if there was a report button next to each fee/discount so you c...0 Under consideration
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Add Student ID to report criteria
It would be helpful to report on student accounts using the Student ID instead of just the student name. When creating billing upload templates, we have to do vlookups to get the information in the correct format for the upload. Having the Student...0 Under consideration
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Allow more characters on the Enrollment Summary report so the full name of schools in the Grade Column can be seen.
The names of our schools are being cut off because the report will only show the first 15 characters. See attached column A.0 Under consideration
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DOB is only available on ACTIVE accounts
The Date of Birth feature is not available for pending families. It is also not an option in custom reports. If we input this information on the behalf of a client, we have no way to proof it without requesting it from Yuan which can take 3-5 days...0 Under consideration
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Include School Family ID in all reports
We add Raiser's Edge IDs to each family as a "School Family ID". When we pull reports, that field isn't included, so I have to do VLOOKUP in Excel, for every report. Please add that field to all reports.0 Under consideration
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Report to show payments received from the various payment methods (e.g debit/credit card, ACH debit, wire, etc.)
This would help the school/business analyze and track data for accounting/reconciliation purposes.0 Under consideration
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Could there be a way to print all invoices at one time (like the family statements) instead of having to go into each individual account to print them.
No description provided0 Under consideration
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Remittance emails
We are not receiving automatic emails for remittance summary reports. Also would like auto reports for buy now/give now remittance.