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Customize dashboard
I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.0 Under consideration
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When using Custom Allocation, would like a field to leave some of the funds unallocated
Currently when custom allocating an In School Payment amount, if there are more funds being paid than owed, the only options are to either: Create a fee to hold the funds or To let the overage allocate towards other kids/fees on the account A fi...0
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Allow email and paper invoices
No description provided0
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Enable families to choose account notices to be delivered via text or email
No description provided0
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There should be an error message if the information a family is entering duplicate information for their tuition contract to avoid a duplicate Family ID
No description provided -
Details of billing export items
We need to be able to see/report the details of the NXT billing export. We now can only see the account posting summary not a list of the items included. This would be very helpful in reconciling our tuition receivable account.0
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Include School Family ID in all reports
We add Raiser's Edge IDs to each family as a "School Family ID". When we pull reports, that field isn't included, so I have to do VLOOKUP in Excel, for every report. Please add that field to all reports.0 Under consideration
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Be able to print something in between 1 invoice and all invoices
Right now I'm under the impression that we can only print one invoice or all invoices. What if I need to print invoices for a group of students?0
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Add report filters (Fee/tuition/discount, payment plan, etc) to the Projected income report
We will be able to disect our cash flow expected from regular income and fees so that we can better predict future income over expense offsets.1
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Fee and Discount reports should have a toggle option to have withdrew families listed
Both the fee and discount report that can be run under cashflow should have the option to toggle withdrew families. Withdrew families do not show on the reports.0