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New option for default charge due date: x days from date of charge.
With the current setup, if your default due date for charges is set to the 1st of the month, then when a charge is entered on the 15th the default due date is before it was charged. Yes, it can be changed manually, but this requires human interven...1 Future consideration
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Auto Generate Batch/Deposit # for Payment(s)
When adding payments (whether individually or in bulk), a deposit # should be auto-generated as opposed to the User creating a batch number. With the user creating the batch/deposit number can lead to errors such as duplication, mistyping or out o...0 Needs review
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Non-Parent Payer Access
Functionality for non-related payers who do not have the "Parental Access" Flag to payment options (payment plan, notifications, etc)0 Needs review
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Ability for parent to choose a specific charge while making payment
Disclaimer: We are in implementation stage and this idea is based on what we have seen in the demo. Currently the payment made by parent is applied to the oldest charge. The billing clerk has the ability to choose to apply payment but the parents ...0 Needs review
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Set Credit Card Processing Fee for Parent Convenience Fee Once Not Needing to Set Every School Year.
To pass along the credit card processing fee to parents, you currently have to select this option every school year. It would be much more helpful for it to be a company election rather than a school year election. If the company opts to change th...0 Needs review
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In Canada, EFT (direct debit) should appear in the customer bank on the day it is processed.
While decreasing the amount of time it takes from 15(+) days to less than a week is a vast improvement, the delay is still confusing. Within Canada, for any other purchasing platform, direct debit is instantaneous. The delay makes it look like the... -
Give parents the same date range options as staff.
Parents sometimes need to see select non-standard date ranges for the same reasons that staff do. This includes the ability to run statements for future periods. -
Attention alert on menu or pop-up banner for outstanding issues.
This is a request from a parent "Myself and my husband are logged in to [K-12 Education Solutions] all the time for the classroom updates, but I rarely navigate to the "Billing" section unless I have received an email notification. Is there anyway...0 Needs review
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Ability for international family payments upon contract submission
It would be useful if we could require a deposit payment with all enrollment contract submissions. We are currently unable to do that because we have families that do not have a US bank account. A partnership of sorts with an international payment...0 Needs review
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In current bill need more date options to go back further in time
Current bill only has 30, 60 days, current statement period, and previous, but we have charges back several months and this an easy place to see it.0 Needs review