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Undo last transaction

So as ive been blasting through some accoutning I came to realize that if i delete a charge in error it is truely gone...date, amount memo etc. an undo last transaction would be great especially in the accoutning module
James Tedesco over 3 years ago in Tuition and Statements 0

You can't void a transaction seconds after doing it

If I accidentally make a wrong charge, I can't go in the Merchant Services immediately and void the transaction. Only option is to refund. Would like to be able to void if it's done within minutes of transaction. thanks
Cindy Hubberd over 3 years ago in AutoPay 1

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.
Benita Yimsuan over 3 years ago in Students 0

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 over 3 years ago in AutoPay 0

Failed Auto pay report

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 over 3 years ago in AutoPay 0

Break out of the tuition of individual classes

It would be useful to have the option to have a break down of the tuition per class on the parent portal and on the statements.
Guest over 3 years ago in Tuition and Statements 0

Individual and Family Tuition Cap

Would like a way to set a dollar amount limit on how much people pay for tuition. It can be done for an individual only in a roundabout way (set tuition prices by time increments and wherever you stop adding it stops charging), but there is no way...
Kara Royall over 3 years ago in Tuition and Statements 0

Mark all overdue items for a student as paid at once

rather than doing it all one by one there should be a way to mark all of a student's overdue items as paid at one time
Emma Obukowicz over 3 years ago in Tuition and Statements 0

archive conversations in lead center

I have a lead in lead center that has enrolled in classes, however their conversation is still showing up in the inactive messages? Is there a way to remove conversations? This would be very helpful, we have had a few folks ask to stop contacting,...
Stephanie Cox about 1 year ago in Leads and Prospects 0

Make Selected Staff Inactive - Staff Actions

It would be awesome if we could check box the staff and then under Staff Actions be able to "Make Selected Staff Inactive". Just like you can with parents and students.
Robyn Murphy over 3 years ago in Teachers and Staff 0