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Fee & Discount organization
Currently Fees are in a single long list which gets very difficult to sift through. We should be able to organize them via foldersUnder consideration
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Entering Charges/Payments - Ability to Use actual dates not date it was entered
The ability to use actual dates instead of the the date things are entered would save valuable reconciliation time. For instance - entering charges especially near year end, some of the charges do not come in until after the year end (in our case ... -
requesting an audit log under the late fee area in JAKE
When turning off late fees by month, we are left unknown iwth information as when it was agreed to be turned off. When schools question late fees, we are more inclined to waive them if we cannot prove that it was applied prior to the late fee fo...Unlikely to implement
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Default menu access to be set to Edit Billing Details
As a Student Billing Liaison, 95% of the time i am changing some's fees, discounts , or adjusting the account. In turn, having the menu default to edit billing details would save clicks/time. -
Customize dashboard page
It would be great it we could drag and move (and hide) the dashboard items to customize the data we want to see when we log in. -
If late fee waivers round up, schools should get the additional waiver
School waiver allotments are 10% of the school's active family population. However, if a school has an active family population of 108, 10% of that is 10.8. This rounds the waiver allotments displayed up to 11, however in reality the school only h... -
Shopping Cart Exclusions
Would it be possible to create logic in the shopping cart that excludes the purchase of certain items if a family has a conflicting item in their cart. For example, we are using the shopping cart to allow parents to sign up for summer sessions. Cu... -
Be able to choose columns to display in Manage Families, and be able to sort on them
I use Manage Families a lot to double check billing and to generate spreadsheets. I'd love to be able to select a field I want to view, and to be able to click its heading and sort by it. It would allow me to double check fees assigned to a specif...Under consideration
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Moving from family to family by toggle within the family
I wish we could just move the next family alphabetically using a "next" toggle button. It is time consuming to have to find the family but if you are just scrolling through accounts there should be an easier way to get the next family without havi... -
Searchable Drop Down Menus in Tuition Management
There should be an option to type in what you are looking for in any of the drop down menus in Tuition Management ie: Fees/Discounts/Report Criteria We should be able to click on the drop down and start typing to find the exact items we're looking...
