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Add a header to the "CHARGES FOR" block
We are able to add STUDENT NAME, STUDENT ID, USER ID and GRAGE LEVEL to the "CHARGES FOR" section of the statement, but there are no headers. Parents don't know what those numbers are without the header.0
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Viewing student statements
Please could the view of student statements be more streamlined. Parents are finding it frustrating that the only way to see the detail of a charge is to select the period (the previous one to the default) and then click on "view statements" to cr...0
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Display account balance on statements instead of just the amount due
We would like to be able to display users their account balance on statements instead of just the amount due. When we only display the amount due, students with a credit balance display as $0.00 due even though their billing profile correctly show...11 Planned
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Show credit amount instead of $0 on amount due
Seems like this idea needs a refresh as it's been "planned" for 3 years now with no action. It's inexpicable that the statement doesn't reflect the true balance on the statement and doesn't send emails to parents with a credit balance. This needs ...0 Planned
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Tax receipt / statement builder upgrades needed
Although we now have the payment applications export, there is too much manual manipulation of data in order to create an appropriate tax receipt. It would be great if updates could be made to the current statement builder that allow us to check o...1
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Option to print/preview one statement per student
Statements currently print for each statement recipient which is helpful if you want to actually print them and mail them to recipients. It would be helpful to be able to print/preview the statements - one per student - to check them to make sure ...0
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Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful. -
Separate Statement Periods from Billing Periods
The current system setup only allows statement periods, which become the billing periods. This may cause confusion to parents when they view statements. Billing periods are based on calendar months while statement date may not be the end of the mo...0
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Add statement parameter dates to the statement.
The only date on the statement is the date the statement was printed. There is nowhere to indicate the date parameters used to generate the statement which is not helpful and misleading. For example, if the statement is for May but it was run in A...1
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Allow users to print statements for only accounts with balances due.
This would allow me to save paper when I need to send statements. I recently printed statements to send out, but out of over 700 statements printed I needed to mail about 70.0