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Remove option to deactivate family if billing and payments are on account
Currently, the platform allows users to fully deactivate a family account, even with billing and payments applied. The pop-up message that appears when the deactivate button is selected does not make it clear that this task should not be done. It ...0
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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...0
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New Fee and Discount descriptions (on student level) should be editable
The recent enhancement to add detailed descriptions as fees and discounts are billed to a student's account are very helpful, but if an error was made or the description needs to be adjusted/ removed, but that isn't an option at this time. It woul...1
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Enterprise users should be able to choose a school year to default to
The functionality is available for standard users to default the school session to the year of their choice, but that's not the case for enterprise users. The functionality should be the same for all user types, and can work the same way that it d... -
Under Families, option to make the filter, default to last settings
Under Families- Filter- click to select columns to display in Grid. Export to File- I use this report daily and have to reset the filters each time, it would be nice if there was a way to make them default so you don't have to reset them each time...0
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Change the order payment plans appear
Right now the order payment plans are displayed in Tuition Management cannot be changed. The request here is to be able to change the order payment plans are displayed in the payment plan list.0
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Role permissions to be limited on certain tasks
For Tuition Management it would be nice to have limitations on Role permissions of users. For Example, to have access to add payments to family accounts but not Edit Billing Details.1
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Please change Fee Name back under Manage Fees and Discounts so that we can see the full fee name without needing to click on it.
I have numerous fee names that start the same. I need to be able to see the full fee name under Manage Fees and Discounts without needing to click on each fee. You made a ridiculous update that opened up the Grades applied column and shortened the...0
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Grades Applied To display to be improved
When the Grades Applied To update happened it displays all the grades in such a busy way that it is distracting to look at the fees to manage and to see the full fee names. -
Gender Filter > Manage Families
Please add a filter for gender while in Student View under Manage Families. This would allow schools to quickly add batch billing for students in a particular gender for incidental billing.0