Enhancements

Enhancements

Jackrabbit is always improving and adding new features and enhancements. Review the latest
enhancements below and click at the bottom to see more enhancements.

Customized Live Demo
#DateEnhancementDescription
101/09/20Post Late Fees/Misc Fees: add tax option

A checkbox for Tax was added to Post Late Fees/Misc Fees in the Transactions Detail section. 

See Post Late Fees/Misc Fees tax option

201/09/20New Staff Certifications

Staff Certifications allows you to track trainings and certifications for each staff member. Certifications can be marked as required and set with an expiration date. 

See Staff Certifications example

Blog for more information

301/09/20Parent Portal: Gender optional

The Parent Portal has a new setting to give flexibility to the gender drop-down. Gender can be required, hidden, or optional to match the web registration form.

See Parent Portal gender settings

401/09/20Parent Portal: Email notification settings added

New options have been added to the Parent Portal settings tab to allow you to decide which automated email notifications your organization and families will receive.

See Parent Portal email notification settings

501/09/20Paid Fees Report: Multi-select Session option added

The Paid Fees Report now allows you to select more than one session at time when running the report. 

See Paid Fees Report example

612/05/19Lesson Plans: Visible in the Staff Portal

Lesson Plans are now visible from inside the Staff Portal when lesson plans have been added to a class record. 

See Lesson Plans in the Staff Portal

Blog for more information

711/21/19Web Registration Form : T-shirt size added

The T-shirt size drop-down is now available on the Web Registration form. The field defaults to optional, however, you can change the field to be hidden or required on your form. To do so, go to Tools > Online Web Registration > Field Options/Labels.

See T-shirt size setting on Web Registration Form

811/15/19Student Detail Report: Print button added

A print button was added to the Student Detail Report for easy printing.

See updated Student Detail Report example

911/15/19New Sent Emails Report

The Sent Emails Report allows you to search for emails that have been sent by users in your database. You can preview the email sent and check on the status per recipient.

Blog for more information

1010/24/19QuickBooks Online Authentication

In order to keep up with the the authentication supported by QuickBooks Online, we have updated our integration to the newer authentication system. You will need to reconnect your QuickBooks online account to Jackrabbit. 

Bl'); og for more information

1110/24/19New Student Detail Report

There\'s a new Student Detail Report, which is a great tool to find information about students in one place. The report results includes important student information such as:

  • student\'s name,
  • student\'s birthday
  • student\'s age
  • student\'s gender
  • student\'s classes
  • contact\'s name
  • contact type
  • contact\'s email
  • contact\'s address

See Student Detail Report example

Blog for more information

1210/03/19New Notes Tab

A new Notes tab is available on Family, Student, Class, and Staff records for keeping internal notes. Each note shows:

  • who created the note and when,
  • the content of the note
  • who modified the note and when

Notes are NOT viewable in the Parent Portal.

See an example of the Notes tab

Watch the video on Notes

Blog for more information

1310/03/19Billing Portal: Automatic Login for Billing Contact

Billing contacts can automatically login to the Billing Portal when clicking the link from the My Account page in Jackrabbit.

Billing contacts will also see a new option under the Tools menu, Pay My Bill/Update Account, for quick access to the Billing Portal.

1410/03/19Discounting & Prorating: New Class Setting

Each class record has a new check box that allows you to exclude the class from multi-class discounts or the total hours count when checked. The new setting is only available when using the new Post Tuition Fees.

See New Class Setting

Blog for more information 

1509/03/19Email Student Schedules: Display First ClassWhen using Email Student Schedules, the first class will display for each student enrolled. The date shown is the first class the student can attend based on when the student enrolls and when the class meets. See Display First Class in Email Student Schedules
1609/03/19Parent Portal: Display First ClassThe Parent Portal displays the first class for each student enrolled. The date shown is the first class the student can attend based on when the student enrolls and when the class meets. See Display First Class in Parent Portal
1708/20/19New Revenue Reconciliation Reports

With the new Revenue Reconciliation Reports, you now have the option to track revenue by Class Location. When tracking revenue by Class Location, you can report how much revenue is generated at each location, regardless of the family\'s location. This is most helpful when you have multiple locations. See Revenue Reconciliation Reports

Blog for more information

    1808/20/19New Tuition Not Posted Report

    There\'s a new Tuition Not Posted Report which searches by date range for any class enrollment that doesn\'t have a corresponding tuition fee posted, as identified by the student and class assigned to the tuition fee.  See Tuition Not Posted Report

    Blog for more information

    1908/20/19Process Class Registrations Report: Several Improvements

    The Process Class Registrations Report has been improved with the following:

    • Update records when a student is dropped, deleted, or moved from a waitlist
    • Allow users to mass update records
    • Add \'Session\' drop-down to Search Criteria. See Search Criteria
    • Sort report with the newest registrations and enrollments at the top

    See Process Class Registrations Report example

    Blog for more information

    2008/06/19Dashboard: Added Class Registrations SettingsYou can now control which records show on your dashboard to help you keep your dashboard clean. See Class Registrations Dashboard settings
    2107/23/19New ePayments WizardFor those who haven\'t set up their database to accept ePayments, there\'s a new wizard to make it easier by walking you through the process. See ePayments Wizard
    2207/23/19Email Listing: Added EmailEmail Listing now has the ability to email from the search result list. See Email Listing
    2307/23/19Aged Accounts Details: Added search option

    Aged Accounts Details has a new search criteria called Do you want to show all families or only those with unpaid fees? This gives you the option to pick either Show all families or Only show families with unpaid fees. Showing all families includes families with credit balances and zero balances, even when there are no unpaid fees. This change will help when reconciling to the Family Balance Summary report.

    See Aged Accounts Details new search option

    2407/02/19New Process Registrations Report

    There\'s a new Process Registrations report which allows office staff to review pertinent information for online registrations, class enrollments from the Parent Portal, and waitlist additions\! There are two ways to get to the report: Dashboard and Reports menu See how to find the report

    Blog for more information

    2507/02/19Add Classes: Billing Method & Billing Cycle RequiredWhen adding classes, Billing Method and Billing Cycle are now required. These fields are very important when posting discounted and prorated tuition. Therefore ensuring classes are set-up correctly will help when it\'s time to post tuition. Haven\'t started discounting and prorating tuition yet? Click here for more information
    2606/25/19Student Photos - Added in Parent Portal

    Parent Portal now shows student photos and allows the parent to upload their own photo\! Additional benefits are: the photo also shows in the Clock and adding photos in Jackrabbit Care was improved to be more user friendly. See Parent Portal Edit Photo 

    Blog for more information

    2706/25/19New Tax ID

    A new Tax ID field has been added\! This allows you to enter your tax ID number so it can appear on receipts, statements and parent portal transaction lists. You also have the ability to name the field yourself. To see this, go to Edit Settings>Tools>Org Defaults. See Tax Id Fields

    Blog for more information

    2806/18/19Discounting & Prorating Tuition - New Settings

    Tuition Fee Settings has two new settings so you can choose how to calculate tuition from web registration, quick registration, enroll button/links, and parent portal:

    • How to count multi-class discounts across different
      • Sessions
      • Category 1 values
      • Tuition Discount Rules
    • How to add hours across 
      • Sessions
      • Category 1 values

    See New Tuition Settings

    Blog for more information

    2906/18/19Families Search - Added EmailFamilies Search can now send emails\! To do so, select the individual families or use the Email All checkbox at the top of the column. Then click the Email button. See Families Search Email
    3005/20/19Aged Accounts Details: Several Improvements

    Aged Accounts Details has been improved with the following: 

    • Search by Transaction Type
    • Search by Subtype
    • See the Billing Contact Email, Transaction Type and Subtype in report columns
    • Email directly from the report
    • See Aged Accounts Details
    3105/20/19Class Skills/Levels Report: Several Improvements to the Worksheet Display

    Class Skill/Levels Report Worksheet display has new options\!

    • Display Enroll Type
    • Display Birthdays in the next X Days
    • \'Include Skills without a date started\' can now be'); changed to \'Yes\'
    • See Class Skills/Levels Report

    Blog for more information

    3205/07/19Transaction Search - Added Mass Edit

    Search Transactions can now edit multiple transactions at once\! To do so, run the transaction search and individually select the transactions you want to edit or use the Edit All checkbox at the top of the column. You\'ll then see a blue message box with an edit icon on the right. Click this edit icon to change the transactions. See Transactions Mass Edit

    Blog for more information

     

    3305/07/19Online Web Registration - Added Show/Hide Class Information

    Online Web Registration Settings now have the ability to hide class information on the registration form, including instructor nickname, openings and start/end dates. To do so, go to Tools>Online Web Registration>Settings and look for the new Show/Hide Class Information on the Registration form section. See Show/Hide Class Information

    Blog with more information

    3404/23/19Transaction Subtypes - Added Hide Option

    Hide Transaction Subtypes you\'re no longer using to reduce errors. To do so, go to Tools>Edit Settings>Drop-Down Lists and select Transaction Subtypes. See Hide Transaction Subtypes

    Blog with more information

    3504/23/19Masking Personal Information

    For continued protection of sensitive information, we\'re now masking these fields:

    Blog with more information

    3604/03/19Enrolling Students - Improved Workflow

    Enrolling students is now easier with several improvements made to the workflow. For more information, use the blog links below:

    Blog Information Part 1

    Blog Information Part 2

     

    3704/03/19Express Payroll Improvements

    Several improvements have been made for Express Payroll clients:

    Staff ID will be automatically populated when a staff person is created

    Export to Payroll has 2 new options:

    • Export Staff Details - Export staff details to send to your payroll company See Export Staff Details
    • Payroll Codes - Add payroll codes as a column in the export to payroll file. Use these to enter flat wage payroll items, such as birthday parties, competitions, etc See Payroll Codes
    3804/03/19Post Tuition Fees - Added Category 1,2,3 as a Class Filters when post by Class Fee

    Post Tuition Fees, when posting by class fee, now has Category 1,2,3 as a class filters. This allows you to target your families easier and ensure you are posting fees to the right people. See PTF Cat 1,2,3

    Blog with more information

    3904/03/19Staff Search - Added Email

    Staff Search now has the ability to email staff from the search results list. See Staff Search Email Option

    Blog with more information

    4004/03/19Email Template: Added Search

    Email Templates now has the ability to search by template name to make finding the template quick and easy. See Email Templates Search

    Blog with more information

    4103/19/19Staff Portal - Added Email Reply Option

    When a staff person is allowed to send emails from the staff portal, there\'s a new option to have the email replies be sent to the staff person\'s email, instead of the organization email. This setting is found either in Staff Portal>Settings>Edit All Staff Portal Settings or in each person\'s Staff Record>Portal Settings tab. See Setting

    If you haven\'t started using the staff portal, use the Staff Portal Guided Set Up to get it up and running.

    Blog with more information

    4203/19/19List All/Active Classes - Improved Tuesday & Thursday Filters

    Filtering classes by Tuesday and Thursday is now easier\! Simply use Tu to search for Tuesday classes and Th for Thursday classes. Blog with more information

    4303/19/19Fee Summary Report - Added Summary

    The Fee Summary Report now has a Summary option which summarizes fees for each Category 1 and Transaction Type. See Summary Setting,   See Summary View

    4403/07/19Paid Fees : Added Fee Date Search Criteria

    Paid Fees now has Fee Date From/Through as a search criteria\! This will helps schools using accrual accounting, to make adjustements for:

    Blog with more information

     

    4503/07/19Class Skills/Levels Report - New Progress Report Option

    Class Skills/Levels Report has a new progress report option\! This report includes:

    • An overall skills status bar 
    • Status bar for how many skills have been started, tested and attained
    • A legend for started, tested and attained
    • Each skill and sub-skills\' status
    • Your'); logo
    • See New Progress Report

    To see the progress report in your database, go to the Class Skills/Level Report and in the Display Settings Section, select I would like a skills progress report. See Skills Progress Report Setting

    Blog with more information

    4602/19/19Scheduled Emails - Added Send Now Option

    Scheduled Emails now has the ability to send a scheduled email now. To do this, go to Scheduled Emails and click the new Send icon See New Send Icon

    Then click the Send Now button See Send Now Option

    Blog with more information

     

    4702/19/19Student Attendance Report - Added Setting

    Student Attendance Report has a new display setting option to Ignore class start and end dates. This is helpful to those who run perpetual classes, meaning their classes don\'t have end dates and the same classes are used indefinitely. This allows more attendance history to be displayed. See New SettingBlog with more information

    4801/29/19Email Families: Search Criteria Change

    Email Families now has the Enrollment Status search criteria grouped together and moved to the top. Also, if you select search criteria which doesn\'t work together, Jackrabbit recognizes this and will notify you with an on-screen alert. See Email Families Changes

    4901/29/19NEW Fee Summary Report

    A new Fee Summary Report was created to help you easily see what has been paid and what is still owed. Highlights about the new report:

    • Simple format provides valuable information using the Transaction Date
    • Easy to read - only one row per fee 
    • Amount paid column includes all account credits, not just the payment
    • View accounts receivable by a specific Category 1 or Transaction Type

    See Fee Summary Report

    5012/20/18New Makeup Expiration Date

    New makeup expiration date option is now available to you\! Go to Tools>Edit Settings and in the Student Settings section, you\'ll see the following options:

         *No expiration date - they can makeup the missed class at any time

         *Based on a time limit - # days, weeks, months

         *Until the last day of the session

    See Makeup Expiration Setting

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