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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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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
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Add ability to view payment methods to payment plan
Currently, when a new payment plan is created - we cannot see the payment plan on our screen. I had a problem where BB created a new payment plan, but there were not payment methods associated with it. I used it in an onBoard contract - it failed,...0 Under consideration
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Update the payment limit on BNGN
School suggested "Can that amount be change to a $15,000.00 or even $20,000.00 limit?" They have families who pay more than $10,000.2
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Refunds on year end statements should be subtracted from total tuition paid
Currently if a school refunds tuition, the year end statement lists the refund but adds it to the total instead of subtracting it from the total. This gives an incorrect tuition paid amount on the statement. If the fee is a refund, could the amoun...0
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Have notes/parent requests be automatically assigned to Notes team
When working off of the front page for new notes/parent requests, the page needs to be constantly updated to see new requests, resulting in a mad dash to be the first to grab a note. If notes are assigned to the team automatically, there won't be ...0 Unlikely to implement
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Add a report / feature that can track whether families have school late fees and/or smart late fees enabled or disabled.
Sometimes a school decides to turn late fees, either school or smart, off for a specific reason and may forget to turn them off. It is a hassle to go through all the families.0
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Schools should have the ability to update parent information without an email address
Currently, if you are attempting to update a parent's information ( address, name etc.) you are required to have an email address entered in order to save the updated. This occurs even if the family was ingested without an email address. The schoo...0 Under consideration