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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 ...0
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Platform fees should be included as a pop-up when entering ACH or c/c payments as well as on all invoices, auto debit reminders and on payment statements. Platform fee information does not have enough transparency and needs to be clearly stated every time a user is charged before and after the transaction. Thank you for your time!
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Students in Edit Billing Details in grade order
It would be helpful for schools with accounts with a large amount of students listed if they could be in grade order.0
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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.0
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Check number added for Invoice Payment detail note
To make it easier for the school to help parents with mailed in payments placed, it would be helpful to include at least the check number to the Invoice payment detail note.0
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Communication for mailed in payments placed
When payments are mailed to us and it is an invoice payment. It would be nice to have the parents receive an email communication when that payment is placed on the family account. -
Change the Heading Payment Details to Account Details in Parent dashboard
In the parent view, could you consider changing the heading "Payment Details" to "Account Details" or something similar. The payment details leads parents to believe that that section is just for looking up payments, and they don't realize that th...0
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Change the last Continue button to Submit in the payment function`
When a parent is making a payment, the last button to complete the transaction should say SUBMIT, not CONTINUE. The word continue implies that there is another step, and it confuses parents when they realize they have submitted the payment. I have... -
Be able to pay from two bank accounts when on Auto Debit
Parents would benefit from this.0
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Make account username visible in Access tab
Currently there's no listing of the account username anywhere in the system once on the parent portal. Sometimes, parents just need a reminder of their username and so, since the account username is listed in the Access tab under Update Parent and...0