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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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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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Communication for Credit Card Fees that are covered by School
For school's that cover the Credit Card Fees, they want a way for the parents to not receive communication about the fee percentages and the increases in the percentages in January. It is confusing for the parents to receive these emails when they...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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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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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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Shopping Cart Exclusions
Would it be possible to create logic in the shopping cart that excludes the purchase of certain items if a family has a conflicting item in their cart. For example, we are using the shopping cart to allow parents to sign up for summer sessions. Cu...0
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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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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