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Aging ( as of date) with prior years as of that same date
It would be beneficial to run an Aging report as of a certain date, and to see the balance the family had as of that same date in the prior year in order to review their historical balance data. -
Declined CC Payments Report
Schools have the option to see failed payments via reporting. They do not have a report available to see when a credit card declines. It would be a good option for admins at the school to have under static report. Schools want to see this as activ... -
Update first payment reminder email to mention deposit
The first payment reminder email of the year is confusing to parents. They make a deposit and the deposit shows on the email as a credit rather than a deposit. The email should say something like "Thank you for your deposit of <amount>" Then... -
Remove bank account in pending families- Functionality only available in ACTIVE families.
Currently, in the system a user cannot mark a bank account as inactive in pending. We can change it to mail in but not remove the bank account or "Mark as inactive". This option is available for active families and it would be beneficial if we can... -
Add Flywire to the Welcome letter within the list of school accepted payment methods
Including an additional payment method to the Welcome Letter, for the new "Flywire - International Payment method" option, would be very helpful and would make it clearer for families in which different payment options are needed. Just as the othe... -
Classic View Tuition Management Dashboard
The new landing page looks great. I was a big fan of the classic view for Tuition Management and possibly having the option to switch back to it again. One thing that I really enjoyed was the banners at the top, where I could see the payments and ...Unlikely to implement
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New landing page is plain & details linked to the graphs are needed
The new dashboard doesn't have as many details as the previous one had, and the layout isn't as visually appealing (there is a lot of white space). The details provided in the graphs are great from a data perspective, but determining how and where... -
Shopping Cart - Partial Checkout OR Temporary Holds
We use shopping cart fees for our afterschool enrichment class registration. Each class has a strict capacity limit, and registration opens at a set day and time. In recent sessions, the registration experience has been compared to the Ticketmaste... -
Truth in Lending Act Disclosure Statements (TILs)
This is a legal compliance issue for any school entering into enrollment contracts where payments occur more than a month after the contract is signed or in terms such as monthly or two-pay, with or without deferred payment fees.- Admin edit- This...Under consideration
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Student List reports that have First and Last names with their own columns
BBTM Student Based reports should be able to be ran with Last name and First name in their own columnsUnder consideration
