Families will know they have an available credit immediately upon entering the Portal - either by showing on the make payment tile or somewhere else on the home page. Client does understand that you can click on the statement tile to see if there ...

Currently, financial transactions on the family ledger are ordered oldest to newest and some family accounts have so many transactions that it creates extra time for staff to scroll through them all.

Parents will be able to see their full refund, rather then putting together amounts that will add up to the total refund.

When a child with a third party contract has a coupon applied and that contract expires, the parent no longer has the discount applied on their ledger. It applies correctly on the combined ledger, but not on the parent ledger(s).

Client would like revision made to the SCW Weekly Attendance Version 3 report to include a line for AM and a separate line for PM - they would also like a line added for a health check.

When a termination date is entered, it automatically changes the payment on the auto tab to deactive.

Right now, if families have the same last name, there is no identifying information available on the payments journal screen except their current balance which does not always make it possible to identify the proper family who is paying.

Currently have to remember name you just approved from the waitlist or registration to navigate to the account to finish processing.

Currently in the family ledger when an admin goes to make a payment and enter in notes it will not limit the characters they are typing. However, when they save it will only save a specific number of characters. The client would like this to be li...

In spring of each school year, we open registration for the following school year. This means that once the next school year is open, parents can register for the current year or following year. For the current year, we have perimeters in place to...