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Allow statements to include fee detail when the account balance is negative.
Families still want to see their monthly fees even if their ending balance is negative.0
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integration with Connected Sheets
Hi, If TM could implement secure integration with Connected Google Sheets that would be wonderful. Google Sheets' Data connector integrates with BigQuery through an API key. Would TM consider allowing access directly to its database for authentica...0
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Allow longer school title names so the Tax ID does not get cut off on the Family Tuition Statement
If the school name/title is too long the Tax ID gets cut off when the Family Tuition Statement is run. Please allow for longer school names so the Tax ID shows, it is important for parents to have access to the number.0
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Reports for Deferred Revenue
We need a standard report to list all of the enrollment deposits and prepaid tuition by student that will balance to the GL. It should also have a check feature so that we can view the dates that the various remittances were made. the report shoul...0 Already exists
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Student summary report that shows all billing and payments for one student
Both schools and families would benefit from this student summary report. The billing summary within Smart Tuition is okay, but it doesn't show the specific fees that were billed and when the payments were received all in one place. There is the s...0
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We need to have access to SSI import records in their entirety
We are currently only able to view the 30 newest entries for the following data in SSI: School ID, File Name, Imported By, Start Date, Records, Records Imported, Failed to import, Status, Action We need to be able to export the entirety of the rec...0 Under consideration
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Export to excel "manage dues and fees" page.
Need to see the dues, fees and discounts amounts (the fee itself not the total accounting totals) to send to various school or other admin for info reporting so they are aware what we charge for tuition or other fees. You have an export button for...0 Under consideration
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Be able to print a year end statement (one) when a family did not re-enroll for the next school year, from parents Dashboard.
This is useful to the families when they need statements for tax purposes. At this time, the school has to generate the report for ALL families, just to get that one families statement.0
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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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Fee and Discount reports should have a toggle option to have withdrew families listed
Both the fee and discount report that can be run under cashflow should have the option to toggle withdrew families. Withdrew families do not show on the reports.