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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. -
Flex 125 eligible expenses on special statement
We have before-school care and after-school care which are considered "dependant care" for tax purposes. It would be nice to create a statement showing only fees and payments related to that activity.Planned
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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. -
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... -
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 ... -
Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful. -
Charges with a due date in the future past the statement dates should not be included in the balance due
If a charge is added to the student account with a due date much further in the future it is confusing for the parents to have it appear on the statement as an amount due. We have a situation where we allow an extension for some payments up to a f... -
Ability to generate statements with specific charges and payments only
In Student Billing, we can create single statements that only include certain billing items and related payments, eg. Tuition and tuition payment only. Parents request us provide tuition statement/receipts. It would be helpful to be able to filter... -
Integrated contracts - Board type tuition displays based on current board type but does not take into consideration students switching the next year
Tuition Billing and the integrated contrat pulls from the current board status in enrollment management (Boarding or Day). The old SmartTuition contract did not do this you just selected what tuition to display on the contract. This is a bad desig... -
Invoices need to have full name of student on them
Invoices need to have full name of student on them - lots of parents use invoices for official purposes or reimbursement and need full student name and grade.
