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Document Rolling Over Year to Year
I think it will be helpful for families if some document roll over from year to year. For example each year our school requires the previous year and the current year taxes. I would be great if the parent submitted the previous year those document...0 Under consideration
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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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Enable families to choose account notices to be delivered via text or email
No description provided0
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There should be an error message if the information a family is entering duplicate information for their tuition contract to avoid a duplicate Family ID
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Be able to print something in between 1 invoice and all invoices
Right now I'm under the impression that we can only print one invoice or all invoices. What if I need to print invoices for a group of students?0
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Add report filters (Fee/tuition/discount, payment plan, etc) to the Projected income report
We will be able to disect our cash flow expected from regular income and fees so that we can better predict future income over expense offsets.1
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It would be nice if our Early/Late Stay Workers had an app where they could enter the times or a child could check in & out instead of our workers having to manually write the time down & then enter it into ST at a later time. The check in & out times could then be automatically charged to the accounts.
This would save many hours of data entry for our late stay workers. It would also ensure our records are accurate and loaded in real time.0
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Fee and Discount reports should have a toggle option to have withdrew families listed
Both the fee and discount report that can be run under cashflow should have the option to toggle withdrew families. Withdrew families do not show on the reports.0
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Grade Required on Buy Now Site
When you run reports of students who bought something you have to know what grade they are in or have to research their grade. If it was required like the students name it would save so much time and make it easier to sort.2 Planned
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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