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Statement Style
Ability to style the statement similar to how we can edit fonts and formatting on our report cards and transcipts. -
Global Adjustment Report
Report that shows all recent billing adjustments made to system (whether it be change of payment plan, change of charge amount). Any changes made to student accounts with ability to filter by adjustment types. This is something we currently have i... -
Scheduled Reports
Ability to have reports scheduled to be sent to specific users. We have the ability to do this in Tuition Management. -
Multiple Codes Assigned to Applications
Please allow for multiple student codes, family codes, and internal codes to be selected/assigned. -
Copy Notifications
Ability to copy notification templates. For example, I want to set up 2 upcoming payment reminder emails that all say the same thing, just have different dates. -
Different Notifications for School Levels
Need the ability to choose what school level notifications go to. For example, upper school has different upcoming payment reminder emails than middle school -
Edit Deposit on Contract
Need the ability to edit deposits on the deposit tab of a contact that will override the deposit table created within billing years. This is needed when certain groups of students need a deposit amount that does not fit into the table. This functi... -
Please add Admissions Staff Email as a placeholder for admissions Official Notes
The author of an official note isn't always the one who should receive the reply. Adding a placeholder for the email address of the Admissions Staff assigned to a candidate would solve this issue. -
Inconsistent date format: mm-dd-yyyy instead of mm/dd/yyyy
This is a minor issue, but keeps making me wonder "am I still on the correct webpage, or is this a spoof site?" In Billing Management, sometimes the date field format uses dashes instead of slashes. For example: 07-15-2026 instead of 07/15/2026. B... -
Add a flexible scheduling option for student intervention
We would like to see Responsive Scheduling or Flex/Activity Periods added to our LMS options. We currently have to have a separate system for intervention time scheduling - where teachers can request students, students can pick sessions, and staff...
