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In-School Payment Template Update
Since we have the option to have admin's upload in-school payments in bulk with Self Service imports, we should have a available template like the billing templates to use. Also to have it auto fill the schools family names and family ID's. Also u...0
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When a school initiates a block payment, initiate a pop-up asking if they would like the late fee turned off too.
Sometimes our school initiates a block payment for a family as a courtesy for various reasons, it would be very helpful if this action initiates a pop-ip from Smart's system to see if the late fee should also be turned off. Due to the number of ch...0
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Buy Now/Give Now Auto reports
It would be nice to be able to auto schedule buy now/give now remittance reports on deposit dates.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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Create a refund wizard
There are a lot of steps to remember when creating a school-issued refund. You have to 1) unallocate the payment, 2) go back to the billing detail and zero out the month, 3) apply a fee called "refund" It would be awesome if you could click someth...0 Unlikely to implement
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It would be nice if our Early/Late Stay Workers had an app where they could enter the times or a child could check in & out instead of our workers having to manually write the time down & then enter it into ST at a later time. The check in & out times could then be automatically charged to the accounts.
This would save many hours of data entry for our late stay workers. It would also ensure our records are accurate and loaded in real time.0
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DOB is only available on ACTIVE accounts
The Date of Birth feature is not available for pending families. It is also not an option in custom reports. If we input this information on the behalf of a client, we have no way to proof it without requesting it from Yuan which can take 3-5 days...0 Under consideration
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Ability to see future reattempts on failed payments
If there was a way to be able to see any reattempts that are going to happen on a failed payment, perhaps within the delinquent report so we know if the accounts we are seeing will be reattempted, it would be incredibly helpful.0
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Drop down menu boxes - need to be larger
There are many areas where you have the blue drop down box to make selections (like payment plans, etc). Sometimes the txt gets cut off because the description is to long and the size can't be adjusted. I should be like excel where you can increas...0 Under consideration
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Ability to add a deposit fee due on a date before the school year begins
We would like families to be able to pay deposits with 'FlyWire'. While we have this option enabled, we're unable to add a due date for a deposit fee before the school year starts. The contract integration with Blackbaud Enrollment Management also...1 Under consideration