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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. -
Re-phrase "Payment Due Date" drop-down option in SMART/Enrollment Management contracts
For an Enrollment Management/SMART contract, once a family has selected their payment plan, the "Payment Due Date" drop-down only displays the number "1." It would be great if this could be re-phrased as "1st of every month," so that it would be m...Already exists
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Update language in Terms & Conditions of a SMART/Enrollment Management contract
Currently, under "Review Terms and Conditions" on a SMART/Enrollment Management Contract, there are phrases such as "see reverse side," which is not applicable for a digital contract that has the entirely of the terms displayed on the screen. -
Customize dashboard
I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.Under consideration
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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. -
Restructure the Summary Report to be more useful for the school user.
Based on my experience in financial aid, and after working with Smart Aid schools, I believe we could restructure the Summary Report to better meet the needs of the school user in terms of applicable and relevant data. I have attached a sample cur...Already exists
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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... -
Change the last Continue button to Submit in the payment function`
When a parent is making a payment, the last button to complete the transaction should say SUBMIT, not CONTINUE. The word continue implies that there is another step, and it confuses parents when they realize they have submitted the payment. I have... -
Be able to pay from two bank accounts when on Auto Debit
Parents would benefit from this. -
Make account username visible in Access tab
Currently there's no listing of the account username anywhere in the system once on the parent portal. Sometimes, parents just need a reminder of their username and so, since the account username is listed in the Access tab under Update Parent and...
