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Pop-Up Notes
The notes feature seems useless as it doesn't populate a reminder or email. It would be great if when we create a note for a family, the notes popped up when you open the account to remind you of any important details such as waiving a late fee or...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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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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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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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... -
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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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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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
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Add the ability to search for a family account using the secondary signer
Add the ability to search for a family account using the secondary signer1