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Sort Recent Activity on by most recent (on Current Bill tab)
It's great that the current bill is now displaying recent activity for the last 60 days, but could the sort order of transactions be displayed as newest to oldest (by default)? I know the user can sort the order by clicking the Date Header, but it...0 Shipped
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Our enrollment period for next school year begins in March of the current year. We offer several payment plans options for families-including semi-annual and annual billed in July. Enrollment deposits are due at the time of enrollment. The parent view of the statement summary for semi-annual payors only shows a total due-beginning balance Zero, new charges Zero, payments Zero but balance due for example $52,319.35-which is tuition, tuition insurance less enrollment deposit. The parent is not able to see the details making up the balance due until the dates of the payment plan (for example July 1). Perhaps a school year statement that would show all activity.
Parents would have details of total activity-that tuition insurance is charged, the enrollment deposit was received and processed-and the statement summary would roll forward and not show just a balance.0 Shipped
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Return Payment Status in Parent's View
When a payment is returned through BBMS, the parent does not see this in their view on the portal. I manually unapply the failed payment in their student's record so the amount due is correct, but all they see is the original payment applied and n...0 Shipped
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Statements & Payer portal; break down past due into due & past due
When a student has a past due amount and an amount that is just due, both amounts get lumped together and Past due displays which is confusing to payers. Instead, we'd like to show Past due: $123 and Due: $456 with Total due today: $579.
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Allow newly added statement recipients to see Financial Aid after it has been generated
Currently only statement recipients that are marked as statement recipients when the credit is generated can see Financial aid in their billing details. If a statement recipient is added after the credit has been generated, they will not be able t...0 Shipped
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Always use the same date for transactions in Billing Management as BBMS, instead of sometimes using a day later.
This was discovered while figuring out how to set up month-end reconciliation. Since there isn't a key field between BBMS and Billing Management transactions, we've built a reconciliation tool that uses date, last name, and amount to generate keys...0 Shipped
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Integrated contract - all required fees are getting pushed through regardless of whether they are presented on the contract or not
Integrated contract - all required fees are getting pushed through regardless of whether they are presented on the contract or not so Business has to delete these extra ones off their acccount. The Smart Contract only charged what was displayed to...1 Shipped