It would be very helpful to add the name of the student for the Parent Payment Plans Report. I use it to cross reference with my accounts with a zero balance to help me cancel payment plans that are already paid in full in the account. But right n...
Have trial students drop off of trial report once they are inactivated
We have a lot of trial students who receive 2 free classes. Once they do not register, for whatever reason, we inactivate them. They do not "fall off" the trial report? They remain and makes for a constant "clean up" battle off the report.
Run Individual Payment Plan Reports That Are On Auto Pay
There needs to be a way to run reports for individual Payment Plans. Example, when we go to pull our first recital payment on Oct. 15, I want to be able to run a report later that day specifically to see who's payments did not go through.
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
There should be an option to run a report on auto pays that were not successful so that we know who we need to reach out to. There are many reasons a card doesn't run and I've used other programs where this is a simple "click of the button." Other...
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
Need to ensure I have most up-to-date statement in student paper file -- especially when I make adjustments to file I like to see my before & after statements
Drop report with exact dates of the drop for accounts updating
It would be highly helpful to be able to generate an easy report of the exact drop dates to hand over for anyone checking or updating the financial side. This would be especially helpful with students who are taking multiple classes.
Rebecca Koroneos
over 1 year ago
in Reports
0
Already exists
0
0
Already exists
