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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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For admins to have the ability to manipulate past month billing BUT with a pop up warning message or alert regarding the changes they are about to make that may affect reporting.
Schools call in a lot to have us adjust past month billing for them. For some schools who are not accounting or reports heavy, it is completely okay if they do so. For some schools who are strict with their billing reports and need to have their b...0 Under consideration
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Display Parent 2 on the Family Tuition Statement as well
For tax purposes, we would like Parent 2 to also display on the Family Tuition statement.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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Add a functionality to Remittance dashboard
On home > Remittance dashboard. You show the dates and amounts for each remittance. Please give us the ability to click on any one of the remittance to show details. This is a function very common with other softwares. Your webinar on Integrati...0 Under consideration
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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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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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We need the ability to report across years for a family's invoicing and payments
When dealing with families that have balances across years, I can't get a complete picture of their payments in a single view. In general reporting across years is important to managing accounts receivable.0
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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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Reports that Click/Drill down into account details.
When our reports generate, it'd be beneficial if we could click them and drill down into the system on the actual account. A while back I saw a YouTube Video on how FACTS is set up and they do have this feature. Example: If we ran an aging repo...0