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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 provided0
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In the parent's "Billing Detail" view put the school year total first, immediately after the Billing Item description. The monthly breakdowns can follow.
More often families want to review the annual picture and don't realize they have to scroll all the way to the right.0
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Applying fees to multiple families
When applying fees to all an entire grader under Manage Families, it would be helpful to choose the fee for instance 1st Grade Field Trips and then a drop down added so we could give additional description of where the field trip was to. Instead, ...0 Under consideration
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Include Banking Account Name and Bank Name in the payment details for accounts on auto-pay
For accounts on auto-pay it would be useful if the banking account name and the bank name were available on the details page on the Payments History tab. When a payment fails for "Account is closed or doesn't match name submitted" parents want to ...0
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Student ID in Education Management and Tuition Management
We started to use Contracts for the 2022-2023 year and came across an issue with the Student ID's. Even though we put the Student ID in Core, once the Tuition Management account was created, it created a completely different Student ID. We were in...0
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Buy now/Give now add to payment plan
Buy now Give now would have a huge advantage if it was fully integrated with a family Smart account, they could login and add a particular item to their payment schedule (according to whatever rules the school may apply to the particular item, per...0
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Accessing Fee/Discount Reports from Manage Fees/Discounts
When looking at the fees/discounts under Manage Fees and Discounts you can see how many families/students a particular charge was applied to and the dollar amount. It would be helpful if there was a report button next to each fee/discount so you c...0 Under consideration
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Add Student ID to report criteria
It would be helpful to report on student accounts using the Student ID instead of just the student name. When creating billing upload templates, we have to do vlookups to get the information in the correct format for the upload. Having the Student...0 Under consideration
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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
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The email editing capabilities are very limited
1) The box to enter text is very small and requires scrolling up and down and left to right to see the full text of the message 2) There appear to be no formatting options: no bold font, no underlining, no hyperlinks within the text of the message...0 Under consideration