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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 Needs review
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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...10 In Progress
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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 Needs review
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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 Needs review
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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 Needs review
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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 Needs review
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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 Needs review
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Give parents the "last fiscal" date range option.
Parents currently have a weird gap in their access to billing history. This is made worse by every statement telling them how much they are behind, but none of them give a full picture of what happened. For example, let's say now is Oct 2021, the ... -
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...1 Needs review