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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I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.0 Under consideration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
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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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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