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Add report filters (Fee/tuition/discount, payment plan, etc) to the Projected income report
We will be able to disect our cash flow expected from regular income and fees so that we can better predict future income over expense offsets.1
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Alert when a payment is made on a specific parent account
We have several delinquent families we are tracking and it would be helpful to know when a payment is made on their specific account, via an email alert0
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We should be able to print each email in the communication history if we want to print.
We have several parents claim they didn't get the email and we have no way to send them the proof unless we copy and past or if they are sitting in the office.0 Under consideration
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Allow more characters on the Enrollment Summary report so the full name of schools in the Grade Column can be seen.
The names of our schools are being cut off because the report will only show the first 15 characters. See attached column A.0 Under consideration
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Customize dashboard
I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.0 Under consideration
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add 1-29 Day Filter to custom reports
There is not currently a student based report which can show past due balances as as soon as they become past due (less than 30 days). There should be a 1-29 option available in the custom reports which reflects all payment data (inclusive of any ...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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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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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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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