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Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.1 Needs review
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Keep History of Deleted Transactions
There should be a history of any deleted transactions such as charges, credits and payments. Right now, if you delete something, it's completely gone.0 Needs review
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Allow adding credits to payment plans. Spread enrollment deposit evenly
Currently, the payment plans only include charges. We would like to be able to add credits (e.g. sibling discount). Also, the deposit paid at enrollment is applied to the 1st payment of the plan instead of being evenly distributed to each installm...0 Needs review
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Add statement parameter dates to the statement.
The only date on the statement is the date the statement was printed. There is nowhere to indicate the date parameters used to generate the statement which is not helpful and misleading. For example, if the statement is for May but it was run in A...1 Needs review
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Allow tax documents to be uploaded, viewed or downloaded on the portal
We issue child care receipts to eligible families every year. Right now, these need to be printed and mailed to families. Can we have a section under biller's profile for tax documents and upload the documents as pdf files to the portal for users'...1 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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Allow payment or credit application to specific charges when process in batch
We can select auto-apply payment/credit or do not auto-apply. However, we cannot tell the system to apply payments/credits to a specific charge when add them to a group. We still need to go into each biller's profile to make changes. This is not e... -
Add last name, first name as separate columns, grade for owner to transaction lists
When trying to produce lists of students that have paid for items. It has their name in one column and no options for grade. When students have spaces in their name it doesn't work to separate in excel.1 Needs review
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Have the charge/credit fee name reflected in a distribution report
It is common to mistakenly select the incorrect fee name when charging or crediting student accounts. To improve the reconciliation process, it would be helpful to be able to generate a distribution report that displays the fees or have the abilit...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...