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Add "Forgot Username/Password" Feature to mobile app
Parents are unable to obtain their username if they forget or reset their password to log into the Mobile App. There should be a "forgot username/password" feature under the login boxes. Please see screenshot for example.Unlikely to implement
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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.Under consideration
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In-depth Budget Report
Create a new report, available on the "Reports" Page, that provides a breakdown of the amounts that each student is being awarded out of each specific budget in addition to the other calculated fields like HRI, HCE and Student Calculated Need.Already exists
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When using Custom Allocation, would like a field to leave some of the funds unallocated
Currently when custom allocating an In School Payment amount, if there are more funds being paid than owed, the only options are to either: Create a fee to hold the funds or To let the overage allocate towards other kids/fees on the account A fi... -
Allow Export to Excel capability for Family report
We have four hundred applicants and it is not feasible to manually scroll through the pdf of individual family reports. I understand that there is the possibility of using Adobe to transfer from pdf to excel, but it would make sense that BB/Smart ...Under consideration
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Default menu access to be set to Edit Billing Details
As a Student Billing Liaison, 95% of the time i am changing some's fees, discounts , or adjusting the account. In turn, having the menu default to edit billing details would save clicks/time. -
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... -
System Timeout Function
Please add an option to create longer timeout parameters. Or make the timeout time longer. While working on a project (emails), I was timeout after I was almost done going through my list of email recipients. I had to start over. I realize I can s... -
Communication for mailed in payments placed
When payments are mailed to us and it is an invoice payment. It would be nice to have the parents receive an email communication when that payment is placed on the family account. -
Change the Heading Payment Details to Account Details in Parent dashboard
In the parent view, could you consider changing the heading "Payment Details" to "Account Details" or something similar. The payment details leads parents to believe that that section is just for looking up payments, and they don't realize that th...
