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Adding Payment Plans and Grades to the Static Enrollment Updates Report
I would like to request to add which payment plan and grades the family chose when the static Enrollment Updates report gets sent. This would be really helpful to see which payment plan was chosen especially if tuition insurance/fees need to get a...0
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If debit credit card is expired a notification should be sent to the card holder on file
I came across an account that had an expired Visa so the card was never charged. No notification was sent to the card holder for this error. If I didn't come across it we would have never known. From my understanding, a notification is sent out if...0
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Have The Student's Nickname Passed To Tuition Management from Contracts
We have many students who go by their nicknames and not their legal names. If the nickname was able to be passed, then we would not have to re-enter each students nickname at the beginning of each new school year!0
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Option to force send a reminder / invoice even if one was not originally generated on the usual scheduled date.
Option to send an reminder / invoice even if one was not originally generated on the scheduled date. If a family has a zero balance at the time an reminder / invoice is scheduled to send and doesn't due to the zero balance, we need the ability to ...0
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Send an updated updated invoice to families, if charges/credits are added to the student billing account after they have been invoiced for the current month.
Our school year ends 05/23/24. Charges to be added to May accounts are submitted by April 20th since families are given the option to pay on the 1st day of the following month. All charges incurred past April 20th are applied to June (for the 2023...0
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Reports that don't refresh until the next day should be identified
If I add fees or discounts to an account they are incorporated into the Aging report immediately but won't show up on the AR Balance account until the next day. There is no warning or indication when you run the report that it won't be accurate.0
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when Posting payment data, drop down should indicate what dates have already been posted
The posting payment data process is already cumbersome in that we have to select billing vs payments vs in-school payments but when you then see the drop down list of available dates it would be VERY HELPFUL if they had a check mark or changed col... -
Gmail Alias Emails
In BBTM, you can’t take advantage of the Gmail address trick of adding a +. For changing firstnamelastname@gmail.com and using firstnamelastname+ST@gmail.com. It says that the email is not valid. Can you update the email field to allow this as a v...1
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Roll over rate card option
It would be very helpful to have the option for the school to roll over the rate card setup to the next year with a click of a button or something similar. They currently have to re-create all rate card items each year.0
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Late Fee Settings Carry Over
It would be great if you would allow for late fee settings and late fee communications to be carried over from year to year rather than us having to remember to ask Support to turn them off EVERY new school year.0