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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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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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Access to a student-based, multi-year delinquency or aging report is needed
The Aging by Year report is fine, but it is family-based instead of student-based so we don't have the ability to view the balances due on a individual student basis or to have Student ID's accounted for. In addition, there is no Total Balance Due...0
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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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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.1 Under consideration
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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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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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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. -
Buy Now/Give Now Auto reports
It would be nice to be able to auto schedule buy now/give now remittance reports on deposit dates.0