Veracross Features

I really like the Query feature. It's very usefull for generating reports based on specific criteria. As a school, we often need to pull a list of students based on certain things and this feature makes it easy to do so. I also love their Support team. I always get almost immediate answers to my support tickets. They provide screenshots and make it very easy to understand how to do something. I love the upload feature. Uploading Journals or even Student Charges make it much easier to do than doing it manually - very time saving.

There is not a lot of room for error in this software, but that can be a good thing also. It is not as easy to edit transactions once something is posted... so you need to go through a few hoops in order to reverse and fix. It's extra work, but it forces you to really think before you post something, and is better for auditing purposes. I think fixing the way a payment is applied should be easier. Parents can often pay the wrong invoice by accident. Once a payment is applied, it's a bit difficult to reapply that payment to another invoice.

other areas are okay such as admissions.

I have continually been pitched this software to be used as an "all-encompassing" school software. This is fine for anyone that does not need to do real accounting. Even Quickbooks handles accounting more accurately. Absolutely horrible! Every report that is basic in accounting has to be "custom made". I STRONGLY recommend you look elsewhere for a product if you do not want to do the majority of all financial statements and analytics via excel. I suspect a non-accountant designed this part of the software and is why the flow of information is so poorly executed.

The information is always available without any data hostage. The Query section is very useful if you know what you are looking for. Easy to download to Excel

- The latest version (online) is better than the previous software version, but is very slow, even with high-speed internet. - On the Query section, if you search for a field on the search option, the same results appear. This is confusing because if you are running reports under the Development module but your search field you selected is Adminission, then the result may be different. The field search specifies the source (Development, Admissions, etc) but it's very cumbersome to navigate. - It requires training to understand the system, which represents a cost for the organization

The company leadership takes client feedback seriously and uses it to improve their product. Time and time again feedback our school has provided to Veracross has found its way into the product. They also excel at understanding the needs of schools and how best to integrate data across departments and divisions.

Some modules and API data availability are not where they need to be but this has improved in recent years. Veracross also needs to improve upon their support program. We love the single point of contact but at times it is limiting in support response speed.

A one stop shop for all CRM and data needs for private schools. I work in the development office, so it makes keeping track of donors, donations, and development goals easy

It is a full-fledged CRM, so there is a steep learning curve to utilizing all of it's features

The query functions are very powerful. You are able to search based on various attributes. Very useful.

The ability to have outfacing forms on our website without needing to create a record needs improving.