Celebree periodically reaches out requesting that the following queries be run so that they could be provided with the query results since there are no existing reports on the front end that provide all of the requested information. They usually r...

Cadence requested SIDS tracking as a new feature as they reviewing PE as a possibility to replace KR. This is important for the safety regulations for infants that they are required to track and currently can in KR.

Milestones do not show up when you filter by category. When you click "Pre K" and "0-8 months" nothing shows up but they show up when you click "All Categories." Some filters work and some do not. Frustrating for staff members to have to scroll th...

There should be a way to apply a credit to all family's accounts at the same time, similar to the way we can use the late payment calculator. For example, if I want to apply a 15% credit to all our family's accounts for July only, there should be ...

We have specific amount established per family and need this feature to ensure that we are able to continue to offer the best service to our families

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...

Allow ability to search by student name in doc section of website. Searching by document name does not add value as many students receive the same document. Also, improve ability to filter by approval date. This currently groups all docs per stude...

Currently an Invoice or Rucurring Plan (Tuition) will not allow you to delete the top line on the Invoice.This is by design as an Invoice would require at least one item.I would like it to be able to be deleted on the condition that other line ite...

Customer woudd like additional activities to be added to the activity dashboard.The end goal would be to ensure that their staff are reminded to send x amount of x activity types per day.