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Change/Update billing rules for last month of the billing year to help eliminate incorrect late fees.
The June billing rules are different from the other 11 months and result in either incorrect late charges or manual work to disable late charge calculations. Our tuition billing runs August through May but we might add a charge in June for lost ke...0
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Allow Used Fee to Later Be Used by Sibling
Fees are tied to grade levels, which makes sense. In our scenario, we have siblings that started the year at different grade levels. A fee was assigned to the older child. Mid-year, the other child switched to the sibling's level and needed to be ...0 Already exists
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Add breakdown of buy now give now by GL number in reports
No description provided1
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Customizable spreadsheet enrollment invitational email- Green Hedges/14690
Would recommend the ability to make customizations to the initial spreadsheet enrollment invitation email issued out to families. Would like the following editable fields: Email From, Email CC, Email Subject, Email Body. Would also like the abilit...1
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Submit a request for a true aging report, with parent contact information.
I'm in need of static reports from Month to month with the different past due balances at each point in time that I can pull from the static reports as they expire within 90 days.0
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Add option to family main screen to include or exclude Smart Fees
No description provided0
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Ability to Bulk Import Billing Fees and Discounts
There is the ability to bulk add billing items to student records (Self Serve Imports) but NOT the ability to bulk add billing fees and discounts. Since the system is not really designed for using a Billing item more than once and still provide th...0
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Changing Payment Method Access - Give the school and/or Customer Support Access to change
A family wants to change their payment method from Auto-Debit from their Credit Card back to the Auto-Debit using their bank account on file. Although the account information is listed in the system, it is not possible for the school or customer s...0 Unlikely to implement
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Student Codes download file annually
I currently use the student codes for the student's homeroom #. It would be helpful to have the ability to send an excel file to automatically download the student's new home room code each year.0 Under consideration
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Allow Smart Admins to remove duplicate exceptions under Fix these Families
Currently only analysts can remove the duplicate exceptions on behalf of clients, when clients should have this tool. Currently clients need to call or chat for a simple two step process, which is quite frustrating for them.0