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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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Late fee communication revision in how it is worded
Currently says the following: " Your payment due on 11/5/2023 has not been received in full. As a result, a $50.00 late fee has been assessed to your account. The past due balance on your account as of 11/15/2023 is $858.50, which includes all amo...0
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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I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.0 Under consideration
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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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Emails processed through Tuition Management
When clicking on a parent email address the email should be sent directly through Tuition Management and saved in the Communications section for access and thorough record keeping.1
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Tuition Management Emails
When clicking on a parent email address, it emails directly out of tuition management and then holds a record of the communication directly in their account. -
Add Country as an available field for Custom Reports
Some reports such as the Family Tuition Statement require that a Country be listed on a family's account in order for the report to be generated. Currently, admins are unable to create custom reports to show which country is associated with their ...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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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