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Add text as a means to "Resend Original or Send Modified Invoice" to families
Under Welcome Email And Invoice Settings, allow users to send "Invoice for XX/XX/XXXX AS OF XX/XX/XXXX" to family by text reminder in addition to the current choices of Send by Mail and Send by Email. This will give account administrators one more...0
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Include the third party payer's name on invoices
Third party payers often need their name on the invoices for tax purposes. Is it possible to have their name show up on invoices?0
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Send Auto Debit Reminders in Spanish when language preference is Spanish for the family.
Currently, families with Spanish selected as language preference only receive Welcome Letters and mailed Invoices in Spanish. The request is to have Auto Debit Reminders sent in Spanish as well.0
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Make Reset Password Simpler
We have a consistent issue where families try to reset their passwords on their own but don't receive an email. Then their EMS account has to be deactivated, reactivated, and then receive an invitation in order to reset their password. It's ridicu...1
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Update the Education Management SSO integration to include BBID
With the move to BBID, it would be great if the SSO in Education Management could also associate the TM account with the Education Management BBID.0
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Individual Billed & Paid Reports
This is my third attempt to suggest that individual family Billed & Paid reports could be pulled directly from the families account. Thank you for your consideration.1
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Allow cashless accounts available for students to draw funds from for small lunch/ school store purchases
If parents could add funds to an account for their students to withdraw from, on an as-needed basis, it would allow the school to be cashless, and ensure that students wouldn't need to carry around or lose money either. Parents could review the ba...0
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Family invoice - Details needed in first page of charge/credit
Many parents don't bother to read their invoices beyond the first page, having the details of the charge and any credit in this top page area would help communicate what things are and having our notes included would further give parents what they...0
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Self-Service Import feature should recognize payment methods to allow billing to be posted to auto-pay accounts after the 20 day cut-off
The Self Service Import (SSI) feature should be able to recognize payment methods, which would allow users to bill families on auto-pay before the Prior to Debit Reminders are sent 10 days from the family's due date. Currently the cut-off is 20 da... -
Multiple Credentials for the same account with levels of access
I have a divorced family who would like access to the same account but don't want to use the same log in credentials. The father is responsible for paying the invoices but doesn't want the mother to have the ability to change the credit card infor...4 Under consideration